HIA

HFM Investment Advisors Portfolio holdings

AUM $246M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$206M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,189
New
Increased
Reduced
Closed

Top Buys

1
+$89.6M
2
+$44M
3
+$29.4M
4
DFNM icon
Dimensional National Municipal Bond ETF
DFNM
+$17.3M
5
DFGX icon
Dimensional Global ex US Core Fixed Income ETF
DFGX
+$9.95M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 0.87%
2 Healthcare 0.67%
3 Technology 0.65%
4 Energy 0.25%
5 Utilities 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$595 ﹤0.01%
+3
252
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+1
253
$582 ﹤0.01%
+1
254
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+14
255
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+11
256
$572 ﹤0.01%
+9
257
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+7
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+3
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$567 ﹤0.01%
+9
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261
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262
$561 ﹤0.01%
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263
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264
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267
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+2
272
$533 ﹤0.01%
+2
273
$531 ﹤0.01%
+2
274
$526 ﹤0.01%
+1
275
$524 ﹤0.01%
+2
9 10
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12 13