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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
DOW icon
451
Dow Inc
DOW
$22.1B
$315 ﹤0.01%
+9
New +$346
BOKF icon
452
BOK Financial
BOKF
$8.7B
$313 ﹤0.01%
+3
New +$322
KMX icon
453
CarMax
KMX
$8.34B
$312 ﹤0.01%
+4
New +$321
KVUE icon
454
Kenvue
KVUE
$36.5B
$312 ﹤0.01%
+13
New +$288
ARMK icon
455
Aramark
ARMK
$14.6B
$311 ﹤0.01%
+9
New +$332
GATX icon
456
GATX Corp
GATX
$6.23B
$311 ﹤0.01%
+2
New +$318
IFF icon
457
International Flavors & Fragrances
IFF
$21.7B
$311 ﹤0.01%
+4
New +$330
ATO icon
458
Atmos Energy
ATO
$28.4B
$310 ﹤0.01%
+2
New +$292
PHM icon
459
Pultegroup
PHM
$24.8B
$309 ﹤0.01%
+3
New +$324
CHRW icon
460
C.H. Robinson
CHRW
$17.3B
$308 ﹤0.01%
+3
New +$303
WAL icon
461
Western Alliance Bancorporation
WAL
$8.78B
$308 ﹤0.01%
+4
New +$336
DVA icon
462
DaVita
DVA
$11.7B
$306 ﹤0.01%
+2
New +$314
AA icon
463
Alcoa
AA
$13.6B
$305 ﹤0.01%
+10
New +$350
FBIN icon
464
Fortune Brands Innovations
FBIN
$5.73B
$305 ﹤0.01%
+5
New +$336
KNX icon
465
Knight Transportation
KNX
$11.2B
$305 ﹤0.01%
+7
New +$361
MEDP icon
466
Medpace
MEDP
$16.8B
$305 ﹤0.01%
+1
New +$336
MLI icon
467
Mueller Industries
MLI
$15.2B
$305 ﹤0.01%
+8
New +$319
TAP icon
468
Molson Coors Class B
TAP
$7.93B
$305 ﹤0.01%
+5
New +$288
EHC icon
469
Encompass Health
EHC
$12.4B
$304 ﹤0.01%
+3
New +$293
MIDD icon
470
Middleby
MIDD
$5.89B
$304 ﹤0.01%
+2
New +$314
NDAQ icon
471
Nasdaq
NDAQ
$53.4B
$304 ﹤0.01%
+4
New +$315
G icon
472
Genpact
G
$5.74B
$303 ﹤0.01%
+6
New +$298
AEE icon
473
Ameren
AEE
$29.6B
$302 ﹤0.01%
+3
New +$289
AXS icon
474
AXIS Capital
AXS
$7.43B
$301 ﹤0.01%
+3
New +$277
HBAN icon
475
Huntington Bancshares
HBAN
$35.6B
$301 ﹤0.01%
+20
New +$322
17 18
19
20 21

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ONPI
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HMP
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4WM
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A
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FFL
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MAG
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CCM
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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.