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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
GGG icon
426
Graco
GGG
$13.5B
$335 ﹤0.01%
+4
New +$339
TRU icon
427
TransUnion
TRU
$15.2B
$332 ﹤0.01%
+4
New +$365
CHD icon
428
Church & Dwight Co
CHD
$24.5B
$331 ﹤0.01%
+3
New +$321
HUBB icon
429
Hubbell
HUBB
$26.7B
$331 ﹤0.01%
+1
New +$387
ODFL icon
430
Old Dominion Freight Line
ODFL
$44.1B
$331 ﹤0.01%
+2
New +$364
ACI icon
431
Albertsons Companies
ACI
$5.89B
$330 ﹤0.01%
+15
New +$309
MKC icon
432
McCormick & Company Non-Voting
MKC
$14.3B
$330 ﹤0.01%
+4
New +$313
PEG icon
433
Public Service Enterprise Group
PEG
$37.2B
$330 ﹤0.01%
+4
New +$334
ALLY icon
434
Ally Financial
ALLY
$13.3B
$329 ﹤0.01%
+9
New +$332
APH icon
435
Amphenol
APH
$207B
$328 ﹤0.01%
+5
New +$341
RGLD icon
436
Royal Gold
RGLD
$19.8B
$328 ﹤0.01%
+2
New +$293
WEC icon
437
WEC Energy
WEC
$34.6B
$327 ﹤0.01%
+3
New +$306
ROL icon
438
Rollins
ROL
$17.9B
$325 ﹤0.01%
+6
New +$301
AR icon
439
Antero Resources
AR
$11.4B
$324 ﹤0.01%
+8
New +$307
FIX icon
440
Comfort Systems
FIX
$58.9B
$323 ﹤0.01%
+1
New +$403
HLI icon
441
Houlihan Lokey
HLI
$8.62B
$323 ﹤0.01%
+2
New +$344
XPO icon
442
XPO
XPO
$23.5B
$323 ﹤0.01%
+3
New +$381
RBC icon
443
RBC Bearings
RBC
$17.6B
$322 ﹤0.01%
+1
New +$337
EQT icon
444
EQT Corp
EQT
$33.8B
$321 ﹤0.01%
+6
New +$306
IR icon
445
Ingersoll Rand
IR
$33.6B
$321 ﹤0.01%
+4
New +$348
FANG icon
446
Diamondback Energy
FANG
$55.7B
$320 ﹤0.01%
+2
New +$323
RRC icon
447
Range Resources
RRC
$9.41B
$320 ﹤0.01%
+8
New +$308
PNFP icon
448
Pinnacle Financial Partners Inc
PNFP
$15.8B
$319 ﹤0.01%
+3
New +$344
POOL icon
449
Pool Corp
POOL
$7.27B
$319 ﹤0.01%
+1
New +$339
CW icon
450
Curtiss-Wright
CW
$25.6B
$318 ﹤0.01%
+1
New +$337
16 17
18
19 20

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HMP
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4WM
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A
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FFL
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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.