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
301
$1.2K ﹤0.01%
18
+9
302
$1.19K ﹤0.01%
3
+2
303
$1.18K ﹤0.01%
40
+23
304
$1.16K ﹤0.01%
15
+9
305
$1.16K ﹤0.01%
4
+3
306
$1.15K ﹤0.01%
2
+1
307
$1.15K ﹤0.01%
9
+5
308
$1.15K ﹤0.01%
11
+8
309
$1.15K ﹤0.01%
2
+1
310
$1.14K ﹤0.01%
14
+7
311
$1.14K ﹤0.01%
5
+2
312
$1.14K ﹤0.01%
8
+4
313
$1.13K ﹤0.01%
11
+8
314
$1.13K ﹤0.01%
14
+7
315
$1.13K ﹤0.01%
11
+7
316
$1.13K ﹤0.01%
4
+1
317
$1.12K ﹤0.01%
+17
318
$1.12K ﹤0.01%
3
+1
319
$1.12K ﹤0.01%
26
+12
320
$1.1K ﹤0.01%
6
+4
321
$1.1K ﹤0.01%
7
+4
322
$1.1K ﹤0.01%
2
+1
323
$1.09K ﹤0.01%
9
+5
324
$1.09K ﹤0.01%
5
+2
325
$1.09K ﹤0.01%
2
+1
11 12
13
14 15