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
301
$1.2K ﹤0.01%
4
+1
302
$1.19K ﹤0.01%
9
+2
303
$1.19K ﹤0.01%
19
+5
304
$1.18K ﹤0.01%
5
+1
305
$1.18K ﹤0.01%
7
306
$1.18K ﹤0.01%
14
+4
307
$1.17K ﹤0.01%
7
-1
308
$1.17K ﹤0.01%
2
-1
309
$1.15K ﹤0.01%
13
310
$1.15K ﹤0.01%
4
-1
311
$1.15K ﹤0.01%
17
-1
312
$1.15K ﹤0.01%
11
313
$1.15K ﹤0.01%
15
314
$1.15K ﹤0.01%
7
+1
315
$1.14K ﹤0.01%
8
316
$1.14K ﹤0.01%
7
317
$1.14K ﹤0.01%
6
-1
318
$1.14K ﹤0.01%
6
-3
319
$1.14K ﹤0.01%
6
+3
320
$1.14K ﹤0.01%
2
321
$1.13K ﹤0.01%
6
322
$1.13K ﹤0.01%
10
323
$1.12K ﹤0.01%
18
324
$1.12K ﹤0.01%
6
325
$1.11K ﹤0.01%
5
11 12
13
14 15