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
476
$300 ﹤0.01%
+11
477
$298 ﹤0.01%
+7
478
$297 ﹤0.01%
+2
479
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+2
480
$296 ﹤0.01%
+2
481
$296 ﹤0.01%
+8
482
$296 ﹤0.01%
+3
483
$295 ﹤0.01%
+2
484
$295 ﹤0.01%
+3
485
$294 ﹤0.01%
+2
486
$294 ﹤0.01%
+1
487
$294 ﹤0.01%
+6
488
$292 ﹤0.01%
+4
489
$291 ﹤0.01%
+6
490
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491
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+1
492
$288 ﹤0.01%
+3
493
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+3
494
$286 ﹤0.01%
+1
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$285 ﹤0.01%
+9
496
$285 ﹤0.01%
+1
497
$284 ﹤0.01%
+4
498
$283 ﹤0.01%
+3
499
$280 ﹤0.01%
+4
500
$279 ﹤0.01%
+3
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