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
326
$1.09K ﹤0.01%
6
+4
327
$1.08K ﹤0.01%
13
+8
328
$1.07K ﹤0.01%
12
+8
329
$1.07K ﹤0.01%
3
+2
330
$1.07K ﹤0.01%
31
+19
331
$1.07K ﹤0.01%
8
+4
332
$1.07K ﹤0.01%
10
+8
333
$1.06K ﹤0.01%
7
+4
334
$1.06K ﹤0.01%
6
+3
335
$1.05K ﹤0.01%
3
+2
336
$1.05K ﹤0.01%
12
+4
337
$1.04K ﹤0.01%
7
+4
338
$1.04K ﹤0.01%
37
+18
339
$1.04K ﹤0.01%
10
+6
340
$1.04K ﹤0.01%
27
+14
341
$1.03K ﹤0.01%
4
+3
342
$1.03K ﹤0.01%
29
+20
343
$1.03K ﹤0.01%
+5
344
$1.02K ﹤0.01%
2
+1
345
$1.02K ﹤0.01%
6
+4
346
$1.02K ﹤0.01%
3
+2
347
$1.01K ﹤0.01%
23
+15
348
$1.01K ﹤0.01%
3
+2
349
$1.01K ﹤0.01%
10
+5
350
$1.01K ﹤0.01%
7
+5
12 13
14
15 16