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
451
$819 ﹤0.01%
45
+8
452
$819 ﹤0.01%
7
+3
453
$817 ﹤0.01%
38
+23
454
$817 ﹤0.01%
12
+8
455
$814 ﹤0.01%
6
+5
456
$810 ﹤0.01%
3
+2
457
$808 ﹤0.01%
22
+12
458
$808 ﹤0.01%
11
+4
459
$803 ﹤0.01%
9
+6
460
$800 ﹤0.01%
8
+4
461
$796 ﹤0.01%
7
+5
462
$795 ﹤0.01%
10
+6
463
$793 ﹤0.01%
24
+10
464
$792 ﹤0.01%
8
+6
465
$789 ﹤0.01%
6
+3
466
$782 ﹤0.01%
5
+3
467
$782 ﹤0.01%
3
+1
468
$781 ﹤0.01%
11
+2
469
$780 ﹤0.01%
28
+17
470
$778 ﹤0.01%
3
+2
471
$777 ﹤0.01%
41
+21
472
$777 ﹤0.01%
6
+2
473
$776 ﹤0.01%
4
+2
474
$774 ﹤0.01%
9
+5
475
$774 ﹤0.01%
+10
17 18
19
20 21