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
$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
451
$315 ﹤0.01%
+9
452
$313 ﹤0.01%
+3
453
$312 ﹤0.01%
+13
454
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455
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+2
456
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+4
458
$310 ﹤0.01%
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459
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+3
460
$308 ﹤0.01%
+4
461
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+3
462
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+2
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467
$305 ﹤0.01%
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468
$305 ﹤0.01%
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469
$304 ﹤0.01%
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470
$304 ﹤0.01%
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471
$304 ﹤0.01%
+3
472
$303 ﹤0.01%
+6
473
$302 ﹤0.01%
+3
474
$301 ﹤0.01%
+20
475
$301 ﹤0.01%
+3
17 18
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