HIA

HFM Investment Advisors Portfolio holdings

AUM $256M
1-Year Est. Return 15.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$227M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,329
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$3.93M
3
+$256K
4
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$196K
5
AOA icon
iShares Core 80/20 Aggressive Allocation ETF
AOA
+$88.4K

Top Sells

1
+$142M
2
+$5.28M
3
+$3.34M
4
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$2.73M
5
DFGX icon
Dimensional ETF Trust Dimensional International Core Fixed Income ETF
DFGX
+$2.18M

Sector Composition

1 Industrials 1.01%
2 Technology 0.77%
3 Healthcare 0.61%
4 Utilities 0.25%
5 Energy 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.42K ﹤0.01%
27
+14
252
$1.42K ﹤0.01%
9
+6
253
$1.42K ﹤0.01%
11
+6
254
$1.41K ﹤0.01%
11
+5
255
$1.4K ﹤0.01%
25
+14
256
$1.4K ﹤0.01%
11
+8
257
$1.39K ﹤0.01%
8
+4
258
$1.39K ﹤0.01%
19
+13
259
$1.38K ﹤0.01%
5
+3
260
$1.38K ﹤0.01%
8
+4
261
$1.38K ﹤0.01%
8
+4
262
$1.38K ﹤0.01%
5
+3
263
$1.38K ﹤0.01%
15
+9
264
$1.37K ﹤0.01%
11
+6
265
$1.37K ﹤0.01%
15
+8
266
$1.35K ﹤0.01%
8
+5
267
$1.35K ﹤0.01%
8
+4
268
$1.35K ﹤0.01%
4
+2
269
$1.35K ﹤0.01%
5
+3
270
$1.34K ﹤0.01%
32
+20
271
$1.34K ﹤0.01%
18
+9
272
$1.33K ﹤0.01%
5
+2
273
$1.33K ﹤0.01%
17
+11
274
$1.32K ﹤0.01%
7
+4
275
$1.31K ﹤0.01%
5
+3
9 10
11
12 13