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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
NXST icon
401
Nexstar Media Group
NXST
$5.91B
$359 ﹤0.01%
+2
New +$324
XYL icon
402
Xylem
XYL
$28.3B
$359 ﹤0.01%
+3
New +$372
MTB icon
403
M&T Bank
MTB
$36.3B
$358 ﹤0.01%
+2
New +$379
AVY icon
404
Avery Dennison
AVY
$13.5B
$356 ﹤0.01%
+2
New +$368
SJM icon
405
J.M. Smucker
SJM
$12.6B
$356 ﹤0.01%
+3
New +$324
UHAL.B icon
406
U-Haul Holding Co Series N
UHAL.B
$12.6B
$356 ﹤0.01%
+6
New +$375
IQV icon
407
IQVIA
IQV
$39.8B
$353 ﹤0.01%
+2
New +$388
DOV icon
408
Dover
DOV
$28.3B
$352 ﹤0.01%
+2
New +$385
PNC icon
409
PNC Financial Services
PNC
$100B
$352 ﹤0.01%
+2
New +$378
PNR icon
410
Pentair
PNR
$10.7B
$350 ﹤0.01%
+4
New +$381
POST icon
411
Post Holdings
POST
$3.45B
$350 ﹤0.01%
+3
New +$333
CG icon
412
Carlyle Group
CG
$17.2B
$349 ﹤0.01%
+8
New +$397
CPAY icon
413
Corpay
CPAY
$26.3B
$349 ﹤0.01%
+1
New +$361
RPM icon
414
RPM International
RPM
$14.8B
$348 ﹤0.01%
+3
New +$365
CAG icon
415
Conagra Brands
CAG
$7.07B
$347 ﹤0.01%
+13
New +$335
KKR icon
416
KKR & Co
KKR
$93.2B
$347 ﹤0.01%
+3
New +$413
HCA icon
417
HCA Healthcare
HCA
$89.6B
$346 ﹤0.01%
+1
New +$322
OXY icon
418
Occidental Petroleum
OXY
$58.6B
$346 ﹤0.01%
+7
New +$342
AME icon
419
Ametek
AME
$58B
$345 ﹤0.01%
+2
New +$364
ICE icon
420
Intercontinental Exchange
ICE
$84.5B
$345 ﹤0.01%
+2
New +$328
ETR icon
421
Entergy
ETR
$49.3B
$342 ﹤0.01%
+4
New +$329
VOYA icon
422
Voya Financial
VOYA
$9.08B
$339 ﹤0.01%
+5
New +$350
SNA icon
423
Snap-on
SNA
$21.3B
$338 ﹤0.01%
+1
New +$340
USB icon
424
US Bancorp
USB
$100B
$338 ﹤0.01%
+8
New +$369
TT icon
425
Trane Technologies
TT
$105B
$337 ﹤0.01%
+1
New +$361
15 16
17
18 19

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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.