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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
EXE
326
Expand Energy Corp
EXE
$22.6B
$446 ﹤0.01%
+4
New +$416
CINF icon
327
Cincinnati Financial
CINF
$26.7B
$444 ﹤0.01%
+3
New +$422
JBHT icon
328
JB Hunt Transport Services
JBHT
$25B
$444 ﹤0.01%
+3
New +$494
RL icon
329
Ralph Lauren
RL
$24.2B
$442 ﹤0.01%
+2
New +$496
CRH icon
330
CRH
CRH
$66.9B
$440 ﹤0.01%
+5
New +$492
EMR icon
331
Emerson Electric
EMR
$88.5B
$439 ﹤0.01%
+4
New +$482
AEP icon
332
American Electric Power
AEP
$66.9B
$438 ﹤0.01%
+4
New +$405
MSI icon
333
Motorola Solutions
MSI
$76.5B
$438 ﹤0.01%
+1
New +$446
CASY icon
334
Casey's General Stores
CASY
$31.6B
$435 ﹤0.01%
+1
New +$410
EW icon
335
Edwards Lifesciences
EW
$53B
$435 ﹤0.01%
+6
New +$429
EA
336
DELISTED
Electronic Arts
EA
$434 ﹤0.01%
+3
New +$405
VRT icon
337
Vertiv
VRT
$104B
$434 ﹤0.01%
+6
New +$639
SOFI icon
338
SoFi Technologies
SOFI
$23.4B
$431 ﹤0.01%
+37
New +$533
SNPS icon
339
Synopsys
SNPS
$78.8B
$429 ﹤0.01%
+1
New +$486
KHC icon
340
Kraft Heinz
KHC
$29.6B
$427 ﹤0.01%
+14
New +$419
LYB icon
341
LyondellBasell Industries
LYB
$20.2B
$423 ﹤0.01%
+6
New +$451
PFG icon
342
Principal Financial Group
PFG
$24.4B
$422 ﹤0.01%
+5
New +$416
OKTA icon
343
Okta
OKTA
$26.2B
$421 ﹤0.01%
+4
New +$391
AIZ icon
344
Assurant
AIZ
$14.2B
$420 ﹤0.01%
+2
New +$417
ERIE icon
345
Erie Indemnity
ERIE
$13.2B
$420 ﹤0.01%
+1
New +$408
IDXX icon
346
Idexx Laboratories
IDXX
$46.9B
$420 ﹤0.01%
+1
New +$434
IT icon
347
Gartner
IT
$12.2B
$420 ﹤0.01%
+1
New +$493
CVNA icon
348
Carvana
CVNA
$81.5B
$419 ﹤0.01%
+10
New +$442
LHX icon
349
L3Harris
LHX
$54B
$419 ﹤0.01%
+2
New +$419
NTNX icon
350
Nutanix
NTNX
$17.4B
$419 ﹤0.01%
+6
New +$415
12 13
14
15 16

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ONPI
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HMP
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4WM
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A
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FFL
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MAG
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CCM
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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.