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
426
$875 ﹤0.01%
10
+7
427
$874 ﹤0.01%
11
+6
428
$874 ﹤0.01%
3
+2
429
$873 ﹤0.01%
+2
430
$864 ﹤0.01%
3
+1
431
$863 ﹤0.01%
34
+20
432
$862 ﹤0.01%
6
+3
433
$862 ﹤0.01%
3
+1
434
$859 ﹤0.01%
5
+4
435
$857 ﹤0.01%
22
+13
436
$853 ﹤0.01%
26
+17
437
$848 ﹤0.01%
15
+8
438
$844 ﹤0.01%
8
+5
439
$841 ﹤0.01%
11
+5
440
$840 ﹤0.01%
5
+3
441
$833 ﹤0.01%
8
+6
442
$832 ﹤0.01%
10
+6
443
$829 ﹤0.01%
16
+7
444
$826 ﹤0.01%
7
+4
445
$824 ﹤0.01%
6
+4
446
$822 ﹤0.01%
+3
447
$821 ﹤0.01%
3
+2
448
$820 ﹤0.01%
3
+2
449
$819 ﹤0.01%
47
+30
450
$819 ﹤0.01%
5
+2
16 17
18
19 20