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HIA

HFM Investment Advisors Portfolio holdings

AUM $260M
1-Year Est. Return 15.51%
This Fund
S&P 500
This Quarter Est. Return
-0.16%
1 Year Est. Return
+15.51%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$260M
AUM Growth
+$4.23M
Cap. Flow
+$5.15M
Cap. Flow %
1.98%
Top 10 Hldgs %
94.93%
Holding
1,320
New
40
Increased
313
Reduced
345
Closed
114

Top Buys

Rank Stock Value
1
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$3.02M
2
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$1.53M
3
DFGX icon
Dimensional International Core Fixed Income ETF
DFGX
+$1.06M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$658K
5
DFGP icon
Dimensional Global Core Plus Fixed Income ETF
DFGP
+$543K

Top Sells

Rank Stock Value
1
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$933K
2
DFNM icon
Dimensional National Municipal Bond ETF
DFNM
+$414K
3
AOA icon
iShares Core 80/20 Aggressive Allocation ETF
AOA
+$277K
4
META icon
Meta Platforms (Facebook)
META
+$78.8K
5
MSFT icon
Microsoft
MSFT
+$67K

Sector Composition

Rank Sector Weight
1 Industrials 1.09%
2 Technology 0.89%
3 Healthcare 0.81%
4 Energy 0.33%
5 Consumer Discretionary 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JAZZ icon
426
Jazz Pharmaceuticals
JAZZ
$15.9B
$945 ﹤0.01%
5
– –
CVNA icon
427
Carvana
CVNA
$43.3B
$943 ﹤0.01%
15
-60
-80% -$4.45K
ALLY icon
428
Ally Financial
ALLY
$13.1B
$942 ﹤0.01%
24
– –
KEY icon
429
KeyCorp
KEY
$24.3B
$942 ﹤0.01%
47
– –
FCFS icon
430
FirstCash
FCFS
$8.55B
$940 ﹤0.01%
5
+1
+25% +$181
RRX icon
431
Regal Rexnord
RRX
$14.2B
$936 ﹤0.01%
5
+1
+25% +$186
APA icon
432
APA Corp
APA
$12.8B
$934 ﹤0.01%
22
– –
ELAN icon
433
Elanco Animal Health
ELAN
$12.4B
$933 ﹤0.01%
39
– –
HL icon
434
Hecla Mining
HL
$10.2B
$932 ﹤0.01%
50
+6
+14% +$135
LII icon
435
Lennox International
LII
$18.8B
$928 ﹤0.01%
2
+1
+100% +$515
WRB icon
436
W.R. Berkley
WRB
$28B
$928 ﹤0.01%
14
+1
+8% +$69
D icon
437
Dominion Energy
D
$62.5B
$927 ﹤0.01%
15
-43
-74% -$2.66K
ATO icon
438
Atmos Energy
ATO
$29.9B
$924 ﹤0.01%
5
– –
NTAP icon
439
NetApp
NTAP
$32.9B
$922 ﹤0.01%
9
-1
-10% -$101
VO icon
440
Vanguard Mid-Cap ETF
VO
$106B
$922 ﹤0.01%
12
-4
-25% -$297
BIIB icon
441
Biogen
BIIB
$29.9B
$917 ﹤0.01%
5
– –
DUK icon
442
Duke Energy
DUK
$102B
$917 ﹤0.01%
7
+2
+40% +$250
LVS icon
443
Las Vegas Sands
LVS
$30.5B
$916 ﹤0.01%
17
-59
-78% -$3.36K
FIVE icon
444
Five Below
FIVE
$11.2B
$914 ﹤0.01%
4
– –
ROIV icon
445
Roivant Sciences
ROIV
$25.2B
$914 ﹤0.01%
33
+7
+27% +$180
IDCC icon
446
InterDigital
IDCC
$6.68B
$906 ﹤0.01%
3
– –
RRC icon
447
Range Resources
RRC
$9.11B
$904 ﹤0.01%
20
+4
+25% +$156
XYZ
448
Block Inc
XYZ
$45.9B
$903 ﹤0.01%
15
+2
+15% +$122
CCK icon
449
Crown Holdings
CCK
$12.8B
$902 ﹤0.01%
9
– –
LPLA icon
450
LPL Financial
LPLA
$26.3B
$902 ﹤0.01%
3
-1
-25% -$336
16 17
18
19 20

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BAM
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LIM
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HFM Investment Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, HFM Investment Advisors held 1,320 positions worth $260M, up 1.7% from $256M the previous quarter. Its ten largest holdings account for 95% of the portfolio.

HFM Investment Advisors's Q1 2026 filing shows 40 new, 313 increased, 345 reduced and 114 closed positions. Its largest new stake was Sonida Senior Living: 1,991 shares worth $64.2K. The largest sale was Dimensional World ex US Core Equity 2 ETF, an estimated $933K.

By sector, the portfolio is most concentrated in Industrials at 1.1% of assets, up from 1.1% a quarter earlier, followed by Technology and Healthcare.

  • HFM Investment Advisors's largest Q1 2026 buy was Sonida Senior Living: 1,991 shares worth $64.2K.
  • HFM Investment Advisors added most to Dimensional Core Fixed Income ETF in Q1 2026, an estimated $3.02M increase.
  • HFM Investment Advisors's biggest Q1 2026 reduction was Dimensional World ex US Core Equity 2 ETF, cutting an estimated $933K.
  • HFM Investment Advisors fully exited DoorDash in Q1 2026, selling an estimated $6.57K.
  • HFM Investment Advisors's ten largest holdings make up 95% of its $260M portfolio in Q1 2026.
  • HFM Investment Advisors opened 40 new positions and closed 114 in Q1 2026.
  • HFM Investment Advisors's portfolio value rose 1.7% quarter-over-quarter to $260M.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.