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
426
$335 ﹤0.01%
+4
427
$332 ﹤0.01%
+4
428
$331 ﹤0.01%
+3
429
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+1
430
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+2
431
$330 ﹤0.01%
+15
432
$330 ﹤0.01%
+4
433
$330 ﹤0.01%
+4
434
$329 ﹤0.01%
+9
435
$328 ﹤0.01%
+5
436
$328 ﹤0.01%
+2
437
$327 ﹤0.01%
+3
438
$325 ﹤0.01%
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439
$324 ﹤0.01%
+8
440
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+3
441
$323 ﹤0.01%
+1
442
$323 ﹤0.01%
+2
443
$322 ﹤0.01%
+1
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$321 ﹤0.01%
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445
$321 ﹤0.01%
+4
446
$320 ﹤0.01%
+2
447
$320 ﹤0.01%
+8
448
$319 ﹤0.01%
+3
449
$319 ﹤0.01%
+1
450
$318 ﹤0.01%
+1
16 17
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