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
376
$376 ﹤0.01%
+5
377
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+2
378
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+5
379
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+7
380
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+1
381
$372 ﹤0.01%
+19
382
$370 ﹤0.01%
+1
383
$369 ﹤0.01%
+5
384
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+7
385
$369 ﹤0.01%
+1
386
$368 ﹤0.01%
+4
387
$368 ﹤0.01%
+2
388
$367 ﹤0.01%
+1
389
$366 ﹤0.01%
+4
390
$366 ﹤0.01%
+3
391
$366 ﹤0.01%
+2
392
$365 ﹤0.01%
+2
393
$364 ﹤0.01%
+1
394
$363 ﹤0.01%
+10
395
$363 ﹤0.01%
+2
396
$363 ﹤0.01%
+3
397
$362 ﹤0.01%
+10
398
$361 ﹤0.01%
+2
399
$361 ﹤0.01%
+21
400
$360 ﹤0.01%
+20
14 15
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