HIA

HFM Investment Advisors Portfolio holdings

AUM $260M
1-Year Est. Return 15.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$246M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,323
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$1.01M
3
+$584K
4
DFGP icon
Dimensional Global Core Plus Fixed Income ETF
DFGP
+$505K
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$439K

Top Sells

1
+$245K
2
+$213K
3
+$14.1K
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$13.7K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$10.1K

Sector Composition

1 Industrials 1.01%
2 Technology 0.73%
3 Healthcare 0.64%
4 Consumer Discretionary 0.25%
5 Utilities 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$142K 0.06%
275
-8
27
$138K 0.06%
3,060
-2
28
$135K 0.06%
2,671
-200
29
$125K 0.05%
2,636
+19
30
$120K 0.05%
2,660
+27
31
$108K 0.04%
493
-1
32
$108K 0.04%
442
+5
33
$107K 0.04%
572
+1
34
$105K 0.04%
143
+5
35
$105K 0.04%
172
36
$87.2K 0.04%
800
37
$86.4K 0.04%
800
38
$81.3K 0.03%
1,038
-14
39
$79.7K 0.03%
104
40
$77.9K 0.03%
241
-1
41
$71K 0.03%
1,184
-9
42
$62.6K 0.03%
858
43
$56.8K 0.02%
756
-1
44
$54.5K 0.02%
646
45
$50.3K 0.02%
219
-1
46
$48.3K 0.02%
481
+3
47
$44.6K 0.02%
881
-72
48
$44.5K 0.02%
877
-69
49
$44K 0.02%
1,002
-11
50
$41.5K 0.02%
389
-4
1
2
3 4 5