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
326
$1.11K ﹤0.01%
3
327
$1.1K ﹤0.01%
8
328
$1.1K ﹤0.01%
5
+3
329
$1.1K ﹤0.01%
7
+2
330
$1.09K ﹤0.01%
4
331
$1.09K ﹤0.01%
5
332
$1.09K ﹤0.01%
18
333
$1.09K ﹤0.01%
13
+1
334
$1.08K ﹤0.01%
5
335
$1.08K ﹤0.01%
4
-1
336
$1.08K ﹤0.01%
44
337
$1.08K ﹤0.01%
41
-1
338
$1.08K ﹤0.01%
19
+2
339
$1.08K ﹤0.01%
38
-2
340
$1.08K ﹤0.01%
12
+5
341
$1.06K ﹤0.01%
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342
$1.06K ﹤0.01%
20
343
$1.06K ﹤0.01%
25
-2
344
$1.06K ﹤0.01%
2
345
$1.06K ﹤0.01%
5
+1
346
$1.06K ﹤0.01%
16
347
$1.04K ﹤0.01%
8
348
$1.04K ﹤0.01%
10
349
$1.04K ﹤0.01%
3
350
$1.04K ﹤0.01%
60
12 13
14
15 16