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
401
$359 ﹤0.01%
+2
402
$359 ﹤0.01%
+3
403
$358 ﹤0.01%
+2
404
$356 ﹤0.01%
+2
405
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+3
406
$356 ﹤0.01%
+6
407
$353 ﹤0.01%
+2
408
$352 ﹤0.01%
+2
409
$352 ﹤0.01%
+2
410
$350 ﹤0.01%
+4
411
$350 ﹤0.01%
+3
412
$349 ﹤0.01%
+8
413
$349 ﹤0.01%
+1
414
$348 ﹤0.01%
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415
$347 ﹤0.01%
+13
416
$347 ﹤0.01%
+3
417
$346 ﹤0.01%
+1
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$346 ﹤0.01%
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419
$345 ﹤0.01%
+2
420
$345 ﹤0.01%
+2
421
$342 ﹤0.01%
+4
422
$339 ﹤0.01%
+5
423
$338 ﹤0.01%
+1
424
$338 ﹤0.01%
+8
425
$337 ﹤0.01%
+1
15 16
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18 19