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
476
$771 ﹤0.01%
5
+3
477
$770 ﹤0.01%
2
+1
478
$768 ﹤0.01%
8
+5
479
$768 ﹤0.01%
12
+7
480
$767 ﹤0.01%
5
+3
481
$766 ﹤0.01%
2
+1
482
$760 ﹤0.01%
14
+10
483
$760 ﹤0.01%
10
+7
484
$758 ﹤0.01%
10
+6
485
$757 ﹤0.01%
6
+4
486
$750 ﹤0.01%
4
+3
487
$748 ﹤0.01%
9
+5
488
$744 ﹤0.01%
7
+2
489
$741 ﹤0.01%
4
+3
490
$738 ﹤0.01%
10
+6
491
$736 ﹤0.01%
6
+3
492
$735 ﹤0.01%
3
+1
493
$733 ﹤0.01%
3
+2
494
$732 ﹤0.01%
10
+7
495
$732 ﹤0.01%
18
+10
496
$732 ﹤0.01%
5
+3
497
$729 ﹤0.01%
13
+6
498
$729 ﹤0.01%
3
+1
499
$729 ﹤0.01%
7
+4
500
$727 ﹤0.01%
7
+4
18 19
20
21 22