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
276
$1.32K ﹤0.01%
10
+2
277
$1.31K ﹤0.01%
10
+2
278
$1.3K ﹤0.01%
16
+2
279
$1.3K ﹤0.01%
11
+1
280
$1.3K ﹤0.01%
5
281
$1.29K ﹤0.01%
4
-1
282
$1.29K ﹤0.01%
3
283
$1.29K ﹤0.01%
7
-2
284
$1.28K ﹤0.01%
6
285
$1.26K ﹤0.01%
8
+1
286
$1.26K ﹤0.01%
2
287
$1.26K ﹤0.01%
3
288
$1.26K ﹤0.01%
5
+1
289
$1.25K ﹤0.01%
7
290
$1.25K ﹤0.01%
9
291
$1.24K ﹤0.01%
43
+6
292
$1.24K ﹤0.01%
10
-1
293
$1.24K ﹤0.01%
7
294
$1.24K ﹤0.01%
4
295
$1.24K ﹤0.01%
14
+2
296
$1.23K ﹤0.01%
5
-2
297
$1.22K ﹤0.01%
31
298
$1.22K ﹤0.01%
6
299
$1.21K ﹤0.01%
7
+2
300
$1.2K ﹤0.01%
6
10 11
12
13 14