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
376
$960 ﹤0.01%
33
+19
377
$960 ﹤0.01%
4
+3
378
$956 ﹤0.01%
21
+13
379
$953 ﹤0.01%
2
+1
380
$951 ﹤0.01%
14
+13
381
$950 ﹤0.01%
+4
382
$940 ﹤0.01%
15
+8
383
$939 ﹤0.01%
12
+6
384
$938 ﹤0.01%
16
+8
385
$936 ﹤0.01%
12
+9
386
$934 ﹤0.01%
8
+7
387
$934 ﹤0.01%
9
+6
388
$934 ﹤0.01%
3
+2
389
$933 ﹤0.01%
10
+6
390
$926 ﹤0.01%
11
+7
391
$925 ﹤0.01%
+3
392
$924 ﹤0.01%
+3
393
$920 ﹤0.01%
3
+1
394
$919 ﹤0.01%
27
+18
395
$918 ﹤0.01%
10
+6
396
$915 ﹤0.01%
5
397
$914 ﹤0.01%
8
+4
398
$913 ﹤0.01%
27
+17
399
$913 ﹤0.01%
8
+6
400
$906 ﹤0.01%
5
+3
14 15
16
17 18