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
351
$418 ﹤0.01%
+10
352
$418 ﹤0.01%
+5
353
$415 ﹤0.01%
+2
354
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+4
355
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+4
356
$410 ﹤0.01%
+10
357
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+7
358
$409 ﹤0.01%
+3
359
$408 ﹤0.01%
+42
360
$405 ﹤0.01%
+14
361
$405 ﹤0.01%
+3
362
$404 ﹤0.01%
+3
363
$404 ﹤0.01%
+2
364
$400 ﹤0.01%
+1
365
$397 ﹤0.01%
+7
366
$396 ﹤0.01%
+3
367
$394 ﹤0.01%
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368
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+3
369
$393 ﹤0.01%
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370
$393 ﹤0.01%
+6
371
$392 ﹤0.01%
+3
372
$388 ﹤0.01%
+3
373
$381 ﹤0.01%
+6
374
$381 ﹤0.01%
+12
375
$381 ﹤0.01%
+15
13 14
15
16 17