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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
SLB icon
351
SLB Ltd
SLB
$78.9B
$418 ﹤0.01%
+10
New +$410
SSNC icon
352
SS&C Technologies
SSNC
$18.7B
$418 ﹤0.01%
+5
New +$414
TTWO icon
353
Take-Two Interactive
TTWO
$47.4B
$415 ﹤0.01%
+2
New +$400
OTIS icon
354
Otis Worldwide
OTIS
$27.7B
$413 ﹤0.01%
+4
New +$391
AMD icon
355
Advanced Micro Devices
AMD
$767B
$411 ﹤0.01%
+4
New +$445
CFG icon
356
Citizens Financial Group
CFG
$30.6B
$410 ﹤0.01%
+10
New +$446
MNST icon
357
Monster Beverage
MNST
$89.6B
$410 ﹤0.01%
+14
New +$365
JBL icon
358
Jabil
JBL
$35.3B
$409 ﹤0.01%
+3
New +$461
AMCR icon
359
Amcor
AMCR
$21.8B
$408 ﹤0.01%
+8
New +$394
CTRA
360
DELISTED
Coterra Energy
CTRA
$405 ﹤0.01%
+14
New +$390
LDOS icon
361
Leidos
LDOS
$17.5B
$405 ﹤0.01%
+3
New +$419
NDSN icon
362
Nordson
NDSN
$17.2B
$404 ﹤0.01%
+2
New +$423
THC icon
363
Tenet Healthcare
THC
$20.9B
$404 ﹤0.01%
+3
New +$395
AON icon
364
Aon
AON
$75.7B
$400 ﹤0.01%
+1
New +$383
FOXA icon
365
Fox Class A
FOXA
$26.6B
$397 ﹤0.01%
+7
New +$370
GL icon
366
Globe Life
GL
$14.2B
$396 ﹤0.01%
+3
New +$367
RGA icon
367
Reinsurance Group of America
RGA
$15.8B
$394 ﹤0.01%
+2
New +$415
CBRE icon
368
CBRE Group
CBRE
$41.7B
$393 ﹤0.01%
+3
New +$408
D icon
369
Dominion Energy
D
$59.1B
$393 ﹤0.01%
+7
New +$385
USFD icon
370
US Foods
USFD
$23.9B
$393 ﹤0.01%
+6
New +$410
LYV icon
371
Live Nation Entertainment
LYV
$43B
$392 ﹤0.01%
+3
New +$410
ITT icon
372
ITT
ITT
$18.9B
$388 ﹤0.01%
+3
New +$427
CARR icon
373
Carrier Global
CARR
$52.3B
$381 ﹤0.01%
+6
New +$399
FTI icon
374
TechnipFMC
FTI
$29.1B
$381 ﹤0.01%
+12
New +$360
HAL icon
375
Halliburton
HAL
$28B
$381 ﹤0.01%
+15
New +$394
13 14
15
16 17

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HMP
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4WM
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A
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FFL
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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.