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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
-0.39%
1 Year Est. Return
+18.43%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$206M
AUM Growth
–
Cap. Flow
+$352M
Cap. Flow %
170.87%
Top 10 Hldgs %
96.51%
Holding
1,189
New
1,188
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
VT icon
Vanguard Total World Stock ETF
VT
+$143M
2
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$94.3M
3
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$43.6M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$29.2M
5
DFNM icon
Dimensional National Municipal Bond ETF
DFNM
+$17.5M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
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
HSY icon
276
Hershey
HSY
$36.7B
$514 ﹤0.01%
+3
New +$491
CPRT icon
277
Copart
CPRT
$27.4B
$510 ﹤0.01%
+9
New +$506
ORI icon
278
Old Republic International
ORI
$10.3B
$510 ﹤0.01%
+13
New +$477
DHI icon
279
D.R. Horton
DHI
$41B
$509 ﹤0.01%
+4
New +$536
WSO icon
280
Watsco Inc
WSO
$13.5B
$509 ﹤0.01%
+1
New +$493
DGX icon
281
Quest Diagnostics
DGX
$26.2B
$508 ﹤0.01%
+3
New +$493
ECL icon
282
Ecolab
ECL
$79.7B
$508 ﹤0.01%
+2
New +$504
PLTR icon
283
Palantir
PLTR
$421B
$507 ﹤0.01%
+6
New +$527
EXPE icon
284
Expedia Group
EXPE
$37.7B
$505 ﹤0.01%
+3
New +$546
STLD icon
285
Steel Dynamics
STLD
$38.5B
$501 ﹤0.01%
+4
New +$507
WRB icon
286
W.R. Berkley
WRB
$26.3B
$499 ﹤0.01%
+7
New +$429
BRO icon
287
Brown & Brown
BRO
$24B
$498 ﹤0.01%
+4
New +$447
OMC icon
288
Omnicom Group
OMC
$23.2B
$498 ﹤0.01%
+6
New +$501
TDY icon
289
Teledyne Technologies
TDY
$32B
$498 ﹤0.01%
+1
New +$495
ISRG icon
290
Intuitive Surgical
ISRG
$139B
$496 ﹤0.01%
+1
New +$553
TSCO icon
291
Tractor Supply
TSCO
$18B
$496 ﹤0.01%
+9
New +$493
TWLO icon
292
Twilio
TWLO
$38B
$490 ﹤0.01%
+5
New +$593
KNSL icon
293
Kinsale Capital Group
KNSL
$8.4B
$487 ﹤0.01%
+1
New +$449
BR icon
294
Broadridge
BR
$19.8B
$485 ﹤0.01%
+2
New +$471
VRTX icon
295
Vertex Pharmaceuticals
VRTX
$133B
$485 ﹤0.01%
+1
New +$466
NUE icon
296
Nucor
NUE
$62.5B
$482 ﹤0.01%
+4
New +$515
EXPD icon
297
Expeditors International
EXPD
$23.3B
$481 ﹤0.01%
+4
New +$460
FERG icon
298
Ferguson
FERG
$51.2B
$481 ﹤0.01%
+3
New +$520
MO icon
299
Altria Group
MO
$109B
$481 ﹤0.01%
+8
New +$437
KDP icon
300
Keurig Dr Pepper
KDP
$39.9B
$480 ﹤0.01%
+14
New +$455
10 11
12
13 14

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4WM
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A
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FFL
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HFM Investment Advisors's Q1 2025 Portfolio in Review

Q1 2025 is the first quarter with a 13F filing on record for HFM Investment Advisors, which disclosed 1,189 positions worth $206M. Its ten largest holdings account for 97% of the portfolio.

Its largest position is Vanguard Total World Stock ETF: 1,196,406 shares worth $1.24M.

By sector, the portfolio is most concentrated in Industrials at 0.87% of assets, followed by Healthcare and Technology.

  • HFM Investment Advisors's largest Q1 2025 buy was Vanguard Total World Stock ETF: 1,196,406 shares worth $1.24M.
  • HFM Investment Advisors's ten largest holdings make up 97% of its $206M portfolio in Q1 2025.
  • HFM Investment Advisors disclosed 1,189 positions in Q1 2025, its first 13F filing on record.

Based on HFM Investment Advisors's 13F filing for Q1 2025, filed 16 May 2025.