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
351
$1.01K ﹤0.01%
18
+11
352
$1.01K ﹤0.01%
25
+17
353
$1.01K ﹤0.01%
15
+10
354
$1.01K ﹤0.01%
14
+8
355
$1.01K ﹤0.01%
60
+40
356
$998 ﹤0.01%
9
+5
357
$997 ﹤0.01%
7
+5
358
$996 ﹤0.01%
6
+3
359
$994 ﹤0.01%
8
+5
360
$993 ﹤0.01%
7
+3
361
$993 ﹤0.01%
5
+4
362
$992 ﹤0.01%
5
+3
363
$989 ﹤0.01%
5
+2
364
$989 ﹤0.01%
9
+6
365
$988 ﹤0.01%
42
+21
366
$988 ﹤0.01%
11
+8
367
$987 ﹤0.01%
5
+3
368
$987 ﹤0.01%
5
+4
369
$981 ﹤0.01%
20
+11
370
$980 ﹤0.01%
6
+2
371
$978 ﹤0.01%
3
+2
372
$970 ﹤0.01%
9
+5
373
$968 ﹤0.01%
2
+1
374
$963 ﹤0.01%
12
+9
375
$961 ﹤0.01%
4
+2
13 14
15
16 17