HIA

HFM Investment Advisors Portfolio holdings

AUM $260M
1-Year Est. Return 15.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$246M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,323
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$1.01M
3
+$584K
4
DFGP icon
Dimensional Global Core Plus Fixed Income ETF
DFGP
+$505K
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$439K

Top Sells

1
+$245K
2
+$213K
3
+$14.1K
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$13.7K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$10.1K

Sector Composition

1 Industrials 1.01%
2 Technology 0.73%
3 Healthcare 0.64%
4 Consumer Discretionary 0.25%
5 Utilities 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.46K ﹤0.01%
9
-1
252
$1.45K ﹤0.01%
30
+2
253
$1.45K ﹤0.01%
25
254
$1.44K ﹤0.01%
5
-2
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$1.44K ﹤0.01%
7
-2
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$1.44K ﹤0.01%
2
257
$1.44K ﹤0.01%
5
258
$1.43K ﹤0.01%
3
259
$1.42K ﹤0.01%
20
+2
260
$1.42K ﹤0.01%
9
261
$1.42K ﹤0.01%
6
+1
262
$1.41K ﹤0.01%
7
-1
263
$1.41K ﹤0.01%
14
-1
264
$1.4K ﹤0.01%
2
265
$1.39K ﹤0.01%
10
+1
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$1.37K ﹤0.01%
35
267
$1.37K ﹤0.01%
5
268
$1.37K ﹤0.01%
7
+1
269
$1.37K ﹤0.01%
2
270
$1.36K ﹤0.01%
5
+1
271
$1.36K ﹤0.01%
15
272
$1.33K ﹤0.01%
17
-3
273
$1.33K ﹤0.01%
4
-1
274
$1.33K ﹤0.01%
12
+1
275
$1.33K ﹤0.01%
29
+3
9 10
11
12 13