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HIA

HFM Investment Advisors Portfolio holdings

AUM $285M
1-Year Est. Return 18.43%
This Fund
S&P 500
This Quarter Est. Return
+5.64%
1 Year Est. Return
+18.43%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$246M
AUM Growth
+$19M
Cap. Flow
+$6.15M
Cap. Flow %
2.5%
Top 10 Hldgs %
95.59%
Holding
1,323
New
36
Increased
294
Reduced
381
Closed
56

Top Buys

Rank Stock Value
1
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$3.83M
2
DFGX icon
Dimensional International Core Fixed Income ETF
DFGX
+$1.01M
3
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$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

Rank Stock Value
1
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$245K
2
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$213K
3
JSCP icon
JPMorgan Short Duration Core Plus ETF
JSCP
+$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

Rank Sector Weight
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
PM icon
251
Philip Morris
PM
$290B
$1.46K ﹤0.01%
9
-1
-10% -$168
USB icon
252
US Bancorp
USB
$100B
$1.45K ﹤0.01%
30
+2
+7% +$95
FLEX icon
253
Flex
FLEX
$44.2B
$1.45K ﹤0.01%
25
– –
CI icon
254
Cigna
CI
$73.6B
$1.44K ﹤0.01%
5
-2
-29% -$592
CTAS icon
255
Cintas
CTAS
$81.1B
$1.44K ﹤0.01%
7
-2
-22% -$427
AXON
256
Axon Enterprise
AXON
$48.4B
$1.44K ﹤0.01%
2
– –
LH icon
257
Labcorp
LH
$26.1B
$1.44K ﹤0.01%
5
– –
MCO icon
258
Moody's
MCO
$82.8B
$1.43K ﹤0.01%
3
– –
SYF icon
259
Synchrony
SYF
$25.4B
$1.42K ﹤0.01%
20
+2
+11% +$145
CBRE icon
260
CBRE Group
CBRE
$41.7B
$1.42K ﹤0.01%
9
– –
FDX icon
261
FedEx
FDX
$76.9B
$1.42K ﹤0.01%
6
+1
+20% +$231
EA
262
DELISTED
Electronic Arts
EA
$1.41K ﹤0.01%
7
-1
-13% -$166
L icon
263
Loews
L
$23.3B
$1.41K ﹤0.01%
14
-1
-7% -$95
SPOT icon
264
Spotify
SPOT
$105B
$1.4K ﹤0.01%
2
– –
STLD icon
265
Steel Dynamics
STLD
$38.5B
$1.39K ﹤0.01%
10
+1
+11% +$131
FCX icon
266
Freeport-McMoran
FCX
$98.7B
$1.37K ﹤0.01%
35
– –
ECL icon
267
Ecolab
ECL
$79.7B
$1.37K ﹤0.01%
5
– –
WSM icon
268
Williams-Sonoma
WSM
$29.5B
$1.37K ﹤0.01%
7
+1
+17% +$191
INTU icon
269
Intuit
INTU
$91.5B
$1.37K ﹤0.01%
2
– –
APD icon
270
Air Products & Chemicals
APD
$68.6B
$1.36K ﹤0.01%
5
+1
+25% +$289
ACGL icon
271
Arch Capital
ACGL
$33.5B
$1.36K ﹤0.01%
15
– –
AIG icon
272
American International
AIG
$40.7B
$1.33K ﹤0.01%
17
-3
-15% -$240
LPLA icon
273
LPL Financial
LPLA
$29.3B
$1.33K ﹤0.01%
4
-1
-20% -$362
PNR icon
274
Pentair
PNR
$10.7B
$1.33K ﹤0.01%
12
+1
+9% +$107
TFC icon
275
Truist Financial
TFC
$63.4B
$1.33K ﹤0.01%
29
+3
+12% +$135
9 10
11
12 13

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HFM Investment Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, HFM Investment Advisors held 1,323 positions worth $246M, up 8.4% from $227M the previous quarter. Its ten largest holdings account for 96% of the portfolio.

HFM Investment Advisors's Q3 2025 filing shows 36 new, 294 increased, 381 reduced and 56 closed positions. Its largest new stake was MSC Income Fund Inc: 206 shares worth $2.71K. The largest sale was Dimensional US Core Equity 2 ETF, an estimated $245K.

By sector, the portfolio is most concentrated in Industrials at 1% of assets, up from 1% a quarter earlier, followed by Technology and Healthcare.

  • HFM Investment Advisors's largest Q3 2025 buy was MSC Income Fund Inc: 206 shares worth $2.71K.
  • HFM Investment Advisors added most to Dimensional Core Fixed Income ETF in Q3 2025, an estimated $3.83M increase.
  • HFM Investment Advisors's biggest Q3 2025 reduction was Dimensional US Core Equity 2 ETF, cutting an estimated $245K.
  • HFM Investment Advisors fully exited Hess in Q3 2025, selling an estimated $2.08K.
  • HFM Investment Advisors's ten largest holdings make up 96% of its $246M portfolio in Q3 2025.
  • HFM Investment Advisors opened 36 new positions and closed 56 in Q3 2025.
  • HFM Investment Advisors's portfolio value rose 8.4% quarter-over-quarter to $246M.

Based on HFM Investment Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.