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
276
$1.31K ﹤0.01%
4
+2
277
$1.31K ﹤0.01%
6
+3
278
$1.3K ﹤0.01%
34
+18
279
$1.3K ﹤0.01%
8
+6
280
$1.28K ﹤0.01%
13
+8
281
$1.28K ﹤0.01%
7
+5
282
$1.28K ﹤0.01%
4
+2
283
$1.28K ﹤0.01%
5
+4
284
$1.28K ﹤0.01%
8
+5
285
$1.27K ﹤0.01%
28
+20
286
$1.26K ﹤0.01%
9
+6
287
$1.26K ﹤0.01%
3
+2
288
$1.26K ﹤0.01%
7
+4
289
$1.26K ﹤0.01%
4
+3
290
$1.26K ﹤0.01%
6
+3
291
$1.25K ﹤0.01%
6
+3
292
$1.25K ﹤0.01%
25
+18
293
$1.24K ﹤0.01%
5
+2
294
$1.23K ﹤0.01%
22
+11
295
$1.23K ﹤0.01%
3
+2
296
$1.22K ﹤0.01%
5
+3
297
$1.21K ﹤0.01%
18
+8
298
$1.21K ﹤0.01%
5
+3
299
$1.21K ﹤0.01%
3
+2
300
$1.21K ﹤0.01%
12
+7
10 11
12
13 14