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
26
$113K 0.06%
+2,583
27
$103K 0.05%
+238
28
$98.6K 0.05%
+444
29
$86.3K 0.04%
+169
30
$82.6K 0.04%
+434
31
$81K 0.04%
+99
32
$73.1K 0.04%
+195
33
$72.6K 0.04%
+800
34
$71.2K 0.03%
+800
35
$70.3K 0.03%
+122
36
$65.2K 0.03%
+858
37
$59.9K 0.03%
+742
38
$58.4K 0.03%
+374
39
$58.2K 0.03%
+885
40
$57.3K 0.03%
+1,128
41
$52.6K 0.03%
+218
42
$52K 0.03%
+1,041
43
$51.9K 0.03%
+469
44
$50.8K 0.02%
+641
45
$50K 0.02%
+985
46
$43.1K 0.02%
+951
47
$37.9K 0.02%
+777
48
$36.8K 0.02%
+134
49
$36.6K 0.02%
+348
50
$35.7K 0.02%
+325
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