HIA

HFM Investment Advisors Portfolio holdings

AUM $246M
This Quarter Est. Return
1 Year Est. Return
–
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%
+4
454
$312 ﹤0.01%
+13
455
$311 ﹤0.01%
+2
456
$311 ﹤0.01%
+4
457
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+9
458
$310 ﹤0.01%
+2
459
$309 ﹤0.01%
+3
460
$308 ﹤0.01%
+3
461
$308 ﹤0.01%
+4
462
$306 ﹤0.01%
+2
463
$305 ﹤0.01%
+10
464
$305 ﹤0.01%
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465
$305 ﹤0.01%
+7
466
$305 ﹤0.01%
+1
467
$305 ﹤0.01%
+4
468
$305 ﹤0.01%
+5
469
$304 ﹤0.01%
+3
470
$304 ﹤0.01%
+2
471
$304 ﹤0.01%
+4
472
$303 ﹤0.01%
+6
473
$302 ﹤0.01%
+3
474
$301 ﹤0.01%
+3
475
$301 ﹤0.01%
+20
17 18
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