We are live on ! Find out more
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
RNR icon
301
RenaissanceRe
RNR
$13.2B
$480 ﹤0.01%
+2
New +$484
MLM icon
302
Martin Marietta Materials
MLM
$33B
$479 ﹤0.01%
+1
New +$508
NRG icon
303
NRG Energy
NRG
$25B
$478 ﹤0.01%
+5
New +$506
BURL icon
304
Burlington
BURL
$23.4B
$477 ﹤0.01%
+2
New +$518
GPC icon
305
Genuine Parts
GPC
$18.5B
$477 ﹤0.01%
+4
New +$481
SYF icon
306
Synchrony
SYF
$25.4B
$477 ﹤0.01%
+9
New +$557
NSC icon
307
Norfolk Southern
NSC
$75B
$474 ﹤0.01%
+2
New +$487
MUSA icon
308
Murphy USA
MUSA
$10.2B
$470 ﹤0.01%
+1
New +$475
CF icon
309
CF Industries
CF
$18.4B
$469 ﹤0.01%
+6
New +$503
VMC icon
310
Vulcan Materials
VMC
$37B
$467 ﹤0.01%
+2
New +$508
FAST icon
311
Fastenal
FAST
$59.8B
$466 ﹤0.01%
+12
New +$450
LH icon
312
Labcorp
LH
$26.1B
$466 ﹤0.01%
+2
New +$485
VEEV icon
313
Veeva Systems
VEEV
$38.1B
$464 ﹤0.01%
+2
New +$457
CTSH icon
314
Cognizant
CTSH
$26.3B
$459 ﹤0.01%
+6
New +$488
BJ icon
315
BJs Wholesale Club
BJ
$12.3B
$457 ﹤0.01%
+4
New +$412
RF icon
316
Regions Financial
RF
$26.8B
$457 ﹤0.01%
+21
New +$489
FNF icon
317
Fidelity National Financial
FNF
$12.9B
$456 ﹤0.01%
+7
New +$421
FDS icon
318
Factset
FDS
$10.1B
$455 ﹤0.01%
+1
New +$455
STE icon
319
Steris
STE
$23.3B
$454 ﹤0.01%
+2
New +$440
GEN icon
320
Gen Digital
GEN
$17.5B
$452 ﹤0.01%
+17
New +$466
KEYS icon
321
Keysight
KEYS
$57.3B
$450 ﹤0.01%
+3
New +$495
DD icon
322
DuPont de Nemours
DD
$19.1B
$449 ﹤0.01%
+5
New +$488
EWBC icon
323
East-West Bancorp
EWBC
$18.1B
$449 ﹤0.01%
+5
New +$477
STT icon
324
State Street
STT
$51.3B
$448 ﹤0.01%
+5
New +$478
TSN icon
325
Tyson Foods
TSN
$20.1B
$447 ﹤0.01%
+7
New +$411
11 12
13
14 15

Similar funds

VPF
Vantage Point Financial Lisle, Illinois $285M AUM 21.31% 1-Year Est. Return
ONPI
Owls Nest Partners IA Chadds Ford, Pennsylvania $286M AUM 16.4% 1-Year Est. Return
HMP
HS Management Partners New York $286M AUM 2.97% 1-Year Est. Return
4WM
44 Wealth Management Eugene, Oregon $286M AUM 18.78% 1-Year Est. Return
A
Argentarii Cincinnati, Ohio $286M AUM 32.04% 1-Year Est. Return
FFL
Future Fund LLC Chicago, Illinois $284M AUM 28.58% 1-Year Est. Return
MAG
Mayfair Advisory Group Birmingham, Alabama $286M AUM 19.6% 1-Year Est. Return
CCM
Chaney Capital Management Lynnwood, Washington $284M AUM 15.54% 1-Year Est. Return

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.