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
26
$141K 0.06%
283
+88
27
$133K 0.06%
3,062
+293
28
$122K 0.05%
2,633
+55
29
$120K 0.05%
2,617
+34
30
$115K 0.05%
560
+116
31
$108K 0.05%
494
+60
32
$102K 0.04%
138
+16
33
$94K 0.04%
242
+4
34
$90.2K 0.04%
571
+401
35
$86.2K 0.04%
172
+3
36
$81.6K 0.04%
800
37
$81.2K 0.04%
104
+5
38
$81.1K 0.04%
800
39
$77.5K 0.03%
437
+63
40
$76.5K 0.03%
1,052
+167
41
$68K 0.03%
1,193
+65
42
$65.1K 0.03%
858
43
$56.1K 0.02%
757
+15
44
$54.2K 0.02%
220
+2
45
$51.9K 0.02%
646
+5
46
$48K 0.02%
946
-39
47
$48K 0.02%
478
+9
48
$47.9K 0.02%
953
-88
49
$46.7K 0.02%
385
+60
50
$43.8K 0.02%
1,013
+62
1
2
3 4 5