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HIA

HFM Investment Advisors Portfolio holdings

AUM $285M
1-Year Est. Return 18.43%
This Fund
S&P 500
This Quarter Est. Return
-0.39%
1 Year Est. Return
+18.43%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$206M
AUM Growth
–
Cap. Flow
+$352M
Cap. Flow %
170.87%
Top 10 Hldgs %
96.51%
Holding
1,189
New
1,188
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
VT icon
Vanguard Total World Stock ETF
VT
+$143M
2
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$94.3M
3
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$43.6M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$29.2M
5
DFNM icon
Dimensional National Municipal Bond ETF
DFNM
+$17.5M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
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
NWSA icon
476
News Corp Class A
NWSA
$15.4B
$300 ﹤0.01%
+11
New +$308
LKQ icon
477
LKQ Corp
LKQ
$6.28B
$298 ﹤0.01%
+7
New +$278
ATR icon
478
AptarGroup
ATR
$8.57B
$297 ﹤0.01%
+2
New +$301
TW icon
479
Tradeweb Markets
TW
$22B
$297 ﹤0.01%
+2
New +$266
AWK icon
480
American Water Works
AWK
$26.9B
$296 ﹤0.01%
+2
New +$263
EXEL icon
481
Exelixis
EXEL
$12.8B
$296 ﹤0.01%
+8
New +$285
NTRS icon
482
Northern Trust
NTRS
$34.5B
$296 ﹤0.01%
+3
New +$318
CLX icon
483
Clorox
CLX
$13B
$295 ﹤0.01%
+2
New +$305
SBUX icon
484
Starbucks
SBUX
$121B
$295 ﹤0.01%
+3
New +$310
ARES icon
485
Ares Management
ARES
$32.4B
$294 ﹤0.01%
+2
New +$346
LAD icon
486
Lithia Motors
LAD
$8.42B
$294 ﹤0.01%
+1
New +$341
OMF icon
487
OneMain Financial
OMF
$7.36B
$294 ﹤0.01%
+6
New +$318
UBER icon
488
Uber
UBER
$160B
$292 ﹤0.01%
+4
New +$288
MCHP icon
489
Microchip Technology
MCHP
$44B
$291 ﹤0.01%
+6
New +$334
DTM icon
490
DT Midstream
DTM
$13.9B
$290 ﹤0.01%
+3
New +$300
RS icon
491
Reliance Steel & Aluminium
RS
$21.7B
$289 ﹤0.01%
+1
New +$286
ALSN icon
492
Allison Transmission
ALSN
$10.4B
$288 ﹤0.01%
+3
New +$318
PNW icon
493
Pinnacle West Capital
PNW
$12.2B
$286 ﹤0.01%
+3
New +$268
VMI icon
494
Valmont Industries
VMI
$9.63B
$286 ﹤0.01%
+1
New +$326
CRBG icon
495
Corebridge Financial
CRBG
$14.9B
$285 ﹤0.01%
+9
New +$291
PRI icon
496
Primerica
PRI
$9.69B
$285 ﹤0.01%
+1
New +$285
XEL icon
497
Xcel Energy
XEL
$48.5B
$284 ﹤0.01%
+4
New +$272
SF
498
Stifel
SF
$12.8B
$283 ﹤0.01%
+5
New +$352
BERY
499
DELISTED
Berry Global Group, Inc.
BERY
$280 ﹤0.01%
+4
New +$278
ACM icon
500
Aecom
ACM
$8.61B
$279 ﹤0.01%
+3
New +$304
18 19
20
21 22

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ONPI
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HMP
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4WM
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A
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FFL
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CCM
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BO
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HFM Investment Advisors's Q1 2025 Portfolio in Review

Q1 2025 is the first quarter with a 13F filing on record for HFM Investment Advisors, which disclosed 1,189 positions worth $206M. Its ten largest holdings account for 97% of the portfolio.

Its largest position is Vanguard Total World Stock ETF: 1,196,406 shares worth $1.24M.

By sector, the portfolio is most concentrated in Industrials at 0.87% of assets, followed by Healthcare and Technology.

  • HFM Investment Advisors's largest Q1 2025 buy was Vanguard Total World Stock ETF: 1,196,406 shares worth $1.24M.
  • HFM Investment Advisors's ten largest holdings make up 97% of its $206M portfolio in Q1 2025.
  • HFM Investment Advisors disclosed 1,189 positions in Q1 2025, its first 13F filing on record.

Based on HFM Investment Advisors's 13F filing for Q1 2025, filed 16 May 2025.