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
351
$1.04K ﹤0.01%
3
352
$1.03K ﹤0.01%
3
353
$1.03K ﹤0.01%
7
354
$1.03K ﹤0.01%
16
+9
355
$1.03K ﹤0.01%
2
356
$1.03K ﹤0.01%
5
357
$1.02K ﹤0.01%
14
358
$1.02K ﹤0.01%
7
+1
359
$1.02K ﹤0.01%
7
360
$1.02K ﹤0.01%
9
+1
361
$1.02K ﹤0.01%
4
+1
362
$1.01K ﹤0.01%
5
+1
363
$1.01K ﹤0.01%
12
364
$1.01K ﹤0.01%
31
-2
365
$1.01K ﹤0.01%
3
-2
366
$1.01K ﹤0.01%
3
367
$1.01K ﹤0.01%
14
368
$1.01K ﹤0.01%
10
369
$1.01K ﹤0.01%
15
370
$1.01K ﹤0.01%
5
-3
371
$1K ﹤0.01%
7
+1
372
$998 ﹤0.01%
2
373
$997 ﹤0.01%
29
+2
374
$997 ﹤0.01%
2
-1
375
$996 ﹤0.01%
13
+2
13 14
15
16 17