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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
-0.16%
1 Year Est. Return
+18.43%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$260M
AUM Growth
+$4.23M
Cap. Flow
+$5.15M
Cap. Flow %
1.98%
Top 10 Hldgs %
94.93%
Holding
1,320
New
40
Increased
313
Reduced
345
Closed
114

Top Buys

Rank Stock Value
1
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$3.02M
2
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$1.53M
3
DFGX icon
Dimensional International Core Fixed Income ETF
DFGX
+$1.06M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$658K
5
DFGP icon
Dimensional Global Core Plus Fixed Income ETF
DFGP
+$543K

Top Sells

Rank Stock Value
1
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$933K
2
DFNM icon
Dimensional National Municipal Bond ETF
DFNM
+$414K
3
AOA icon
iShares Core 80/20 Aggressive Allocation ETF
AOA
+$277K
4
META icon
Meta Platforms (Facebook)
META
+$78.8K
5
MSFT icon
Microsoft
MSFT
+$67K

Sector Composition

Rank Sector Weight
1 Industrials 1.09%
2 Technology 0.89%
3 Healthcare 0.81%
4 Energy 0.33%
5 Consumer Discretionary 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MDT icon
326
Medtronic
MDT
$114B
$1.3K ﹤0.01%
15
-2
-12% -$192
PHM icon
327
Pultegroup
PHM
$24.8B
$1.29K ﹤0.01%
11
– –
EXPD icon
328
Expeditors International
EXPD
$23.3B
$1.29K ﹤0.01%
9
– –
AME icon
329
Ametek
AME
$58B
$1.29K ﹤0.01%
6
– –
WSM icon
330
Williams-Sonoma
WSM
$29.5B
$1.28K ﹤0.01%
7
+1
+17% +$200
BG icon
331
Bunge Global
BG
$21.6B
$1.27K ﹤0.01%
10
+1
+11% +$116
RGLD icon
332
Royal Gold
RGLD
$19.8B
$1.27K ﹤0.01%
5
+1
+25% +$265
JBHT icon
333
JB Hunt Transport Services
JBHT
$25B
$1.27K ﹤0.01%
6
+1
+20% +$213
CAH icon
334
Cardinal Health
CAH
$55.5B
$1.27K ﹤0.01%
6
-1
-14% -$215
TWLO icon
335
Twilio
TWLO
$38B
$1.26K ﹤0.01%
10
-6
-38% -$738
ALB icon
336
Albemarle
ALB
$15.5B
$1.26K ﹤0.01%
7
+2
+40% +$341
FITB
337
Fifth Third Bancorp
FITB
$51.8B
$1.25K ﹤0.01%
27
-91
-77% -$4.49K
OVV icon
338
Ovintiv
OVV
$17.6B
$1.25K ﹤0.01%
21
-1
-5% -$48
HBAN icon
339
Huntington Bancshares
HBAN
$35.6B
$1.24K ﹤0.01%
79
-258
-77% -$4.41K
DHI icon
340
D.R. Horton
DHI
$41B
$1.24K ﹤0.01%
9
-25
-74% -$3.78K
MNST icon
341
Monster Beverage
MNST
$89.6B
$1.23K ﹤0.01%
17
– –
SYF icon
342
Synchrony
SYF
$25.4B
$1.22K ﹤0.01%
18
-2
-10% -$145
CBRE icon
343
CBRE Group
CBRE
$41.7B
$1.22K ﹤0.01%
9
-1
-10% -$152
RS icon
344
Reliance Steel & Aluminium
RS
$21.9B
$1.22K ﹤0.01%
4
– –
VTRS icon
345
Viatris
VTRS
$18.7B
$1.22K ﹤0.01%
90
+16
+22% +$224
MRSH
346
Marsh
MRSH
$91B
$1.21K ﹤0.01%
7
+2
+40% +$360
SYY icon
347
Sysco
SYY
$40.1B
$1.21K ﹤0.01%
17
-53
-76% -$4.38K
RNR icon
348
RenaissanceRe
RNR
$13.2B
$1.19K ﹤0.01%
4
– –
NVT icon
349
nVent Electric
NVT
$26.3B
$1.18K ﹤0.01%
10
-20
-67% -$2.27K
LOW icon
350
Lowe's Companies
LOW
$123B
$1.18K ﹤0.01%
5
– –
12 13
14
15 16

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HFM Investment Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, HFM Investment Advisors held 1,320 positions worth $260M, up 1.7% from $256M the previous quarter. Its ten largest holdings account for 95% of the portfolio.

HFM Investment Advisors's Q1 2026 filing shows 40 new, 313 increased, 345 reduced and 114 closed positions. Its largest new stake was Sonida Senior Living: 1,991 shares worth $64.2K. The largest sale was Dimensional World ex US Core Equity 2 ETF, an estimated $933K.

By sector, the portfolio is most concentrated in Industrials at 1.1% of assets, up from 1.1% a quarter earlier, followed by Technology and Healthcare.

  • HFM Investment Advisors's largest Q1 2026 buy was Sonida Senior Living: 1,991 shares worth $64.2K.
  • HFM Investment Advisors added most to Dimensional Core Fixed Income ETF in Q1 2026, an estimated $3.02M increase.
  • HFM Investment Advisors's biggest Q1 2026 reduction was Dimensional World ex US Core Equity 2 ETF, cutting an estimated $933K.
  • HFM Investment Advisors fully exited DoorDash in Q1 2026, selling an estimated $6.57K.
  • HFM Investment Advisors's ten largest holdings make up 95% of its $260M portfolio in Q1 2026.
  • HFM Investment Advisors opened 40 new positions and closed 114 in Q1 2026.
  • HFM Investment Advisors's portfolio value rose 1.7% quarter-over-quarter to $260M.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.