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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
CMS icon
376
CMS Energy
CMS
$21.7B
$376 ﹤0.01%
+5
New +$349
UHS icon
377
Universal Health Services
UHS
$10.5B
$376 ﹤0.01%
+2
New +$365
FIS icon
378
Fidelity National Information Services
FIS
$21.9B
$374 ﹤0.01%
+5
New +$376
IP icon
379
International Paper
IP
$21.9B
$374 ﹤0.01%
+7
New +$383
SYK icon
380
Stryker
SYK
$133B
$373 ﹤0.01%
+1
New +$381
CCL icon
381
Carnival Corporation Ltd
CCL
$38B
$372 ﹤0.01%
+19
New +$452
EME icon
382
Emcor
EME
$35.7B
$370 ﹤0.01%
+1
New +$432
BBY icon
383
Best Buy
BBY
$17.4B
$369 ﹤0.01%
+5
New +$412
FOX icon
384
Fox Class B
FOX
$23.6B
$369 ﹤0.01%
+7
New +$348
WAT icon
385
Waters Corp
WAT
$40.4B
$369 ﹤0.01%
+1
New +$387
SO icon
386
Southern Company
SO
$105B
$368 ﹤0.01%
+4
New +$346
STZ icon
387
Constellation Brands
STZ
$22.8B
$368 ﹤0.01%
+2
New +$363
CACI icon
388
CACI
CACI
$14.3B
$367 ﹤0.01%
+1
New +$383
DOX icon
389
Amdocs
DOX
$6.22B
$366 ﹤0.01%
+4
New +$349
DUK icon
390
Duke Energy
DUK
$94.5B
$366 ﹤0.01%
+3
New +$342
JKHY icon
391
Jack Henry & Associates
JKHY
$11B
$366 ﹤0.01%
+2
New +$349
WWD icon
392
Woodward
WWD
$21B
$365 ﹤0.01%
+2
New +$370
EG icon
393
Everest Group
EG
$14.2B
$364 ﹤0.01%
+1
New +$353
CNP icon
394
CenterPoint Energy
CNP
$26.4B
$363 ﹤0.01%
+10
New +$335
CRS icon
395
Carpenter Technology
CRS
$27.8B
$363 ﹤0.01%
+2
New +$386
J icon
396
Jacobs Solutions
J
$17.2B
$363 ﹤0.01%
+3
New +$386
PPL
397
PPL Corp
PPL
$26.3B
$362 ﹤0.01%
+10
New +$339
GDDY icon
398
GoDaddy
GDDY
$11.6B
$361 ﹤0.01%
+2
New +$382
PCG icon
399
PG&E
PCG
$37.5B
$361 ﹤0.01%
+21
New +$348
AM icon
400
Antero Midstream
AM
$10.4B
$360 ﹤0.01%
+20
New +$331
14 15
16
17 18

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ONPI
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HMP
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4WM
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A
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FFL
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MAG
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CCM
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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.