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
376
$991 ﹤0.01%
5
+2
377
$990 ﹤0.01%
4
378
$988 ﹤0.01%
5
+1
379
$987 ﹤0.01%
3
380
$987 ﹤0.01%
2
381
$986 ﹤0.01%
10
382
$985 ﹤0.01%
7
-1
383
$983 ﹤0.01%
13
-2
384
$982 ﹤0.01%
4
-1
385
$981 ﹤0.01%
8
386
$980 ﹤0.01%
25
+3
387
$980 ﹤0.01%
10
388
$970 ﹤0.01%
8
389
$970 ﹤0.01%
9
+1
390
$969 ﹤0.01%
9
391
$968 ﹤0.01%
12
392
$965 ﹤0.01%
19
-3
393
$963 ﹤0.01%
4
394
$962 ﹤0.01%
28
+1
395
$961 ﹤0.01%
5
396
$959 ﹤0.01%
39
+24
397
$953 ﹤0.01%
4
-1
398
$948 ﹤0.01%
7
+1
399
$948 ﹤0.01%
10
400
$944 ﹤0.01%
10
+2
14 15
16
17 18