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
426
$894 ﹤0.01%
3
427
$893 ﹤0.01%
28
+1
428
$887 ﹤0.01%
7
-3
429
$882 ﹤0.01%
7
+3
430
$878 ﹤0.01%
47
431
$875 ﹤0.01%
2
432
$875 ﹤0.01%
5
433
$874 ﹤0.01%
6
+1
434
$872 ﹤0.01%
13
-4
435
$869 ﹤0.01%
9
-2
436
$866 ﹤0.01%
7
437
$864 ﹤0.01%
3
438
$856 ﹤0.01%
11
-3
439
$854 ﹤0.01%
5
440
$854 ﹤0.01%
19
-1
441
$852 ﹤0.01%
2
442
$849 ﹤0.01%
6
+1
443
$848 ﹤0.01%
21
+3
444
$848 ﹤0.01%
10
-1
445
$848 ﹤0.01%
11
+2
446
$843 ﹤0.01%
10
447
$842 ﹤0.01%
3
-1
448
$841 ﹤0.01%
8
+1
449
$839 ﹤0.01%
9
450
$839 ﹤0.01%
3
-1
16 17
18
19 20