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
401
$906 ﹤0.01%
7
+4
402
$903 ﹤0.01%
8
+5
403
$903 ﹤0.01%
16
+10
404
$901 ﹤0.01%
5
+3
405
$900 ﹤0.01%
5
+3
406
$900 ﹤0.01%
44
+36
407
$900 ﹤0.01%
5
+3
408
$898 ﹤0.01%
+3
409
$897 ﹤0.01%
17
+8
410
$895 ﹤0.01%
3
+2
411
$895 ﹤0.01%
20
+10
412
$895 ﹤0.01%
2
+1
413
$894 ﹤0.01%
3
+1
414
$893 ﹤0.01%
5
+4
415
$892 ﹤0.01%
7
+5
416
$891 ﹤0.01%
9
+5
417
$890 ﹤0.01%
2
+1
418
$889 ﹤0.01%
5
+3
419
$887 ﹤0.01%
4
+3
420
$885 ﹤0.01%
9
+6
421
$883 ﹤0.01%
2
+1
422
$879 ﹤0.01%
8
+5
423
$877 ﹤0.01%
5
+3
424
$876 ﹤0.01%
27
+19
425
$875 ﹤0.01%
15
+9
15 16
17
18 19