HIA

HFM Investment Advisors Portfolio holdings

AUM $246M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$206M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,189
New
Increased
Reduced
Closed

Top Buys

1
+$89.6M
2
+$44M
3
+$29.4M
4
DFNM icon
Dimensional National Municipal Bond ETF
DFNM
+$17.3M
5
DFGX icon
Dimensional Global ex US Core Fixed Income ETF
DFGX
+$9.95M

Top Sells

No sells this quarter

Sector Composition

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
326
$446 ﹤0.01%
+4
327
$444 ﹤0.01%
+3
328
$444 ﹤0.01%
+3
329
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+2
330
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+5
331
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+4
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+4
333
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+1
334
$435 ﹤0.01%
+1
335
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336
$434 ﹤0.01%
+3
337
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+6
338
$431 ﹤0.01%
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339
$429 ﹤0.01%
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341
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342
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344
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+1
345
$420 ﹤0.01%
+2
346
$420 ﹤0.01%
+1
347
$420 ﹤0.01%
+1
348
$419 ﹤0.01%
+2
349
$419 ﹤0.01%
+2
350
$419 ﹤0.01%
+6
12 13
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