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
401
$943 ﹤0.01%
8
402
$943 ﹤0.01%
12
403
$941 ﹤0.01%
3
+1
404
$940 ﹤0.01%
16
405
$934 ﹤0.01%
3
-3
406
$933 ﹤0.01%
7
-1
407
$933 ﹤0.01%
12
408
$930 ﹤0.01%
3
409
$929 ﹤0.01%
29
410
$928 ﹤0.01%
8
+1
411
$925 ﹤0.01%
11
-7
412
$923 ﹤0.01%
3
413
$922 ﹤0.01%
5
+1
414
$921 ﹤0.01%
+1
415
$920 ﹤0.01%
5
416
$918 ﹤0.01%
15
417
$914 ﹤0.01%
10
418
$914 ﹤0.01%
17
+3
419
$912 ﹤0.01%
11
420
$908 ﹤0.01%
4
+2
421
$908 ﹤0.01%
11
-1
422
$901 ﹤0.01%
9
-2
423
$899 ﹤0.01%
6
424
$898 ﹤0.01%
7
+2
425
$898 ﹤0.01%
19
+7
15 16
17
18 19