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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
+5.64%
1 Year Est. Return
+18.43%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$246M
AUM Growth
+$19M
Cap. Flow
+$6.15M
Cap. Flow %
2.5%
Top 10 Hldgs %
95.59%
Holding
1,323
New
36
Increased
294
Reduced
381
Closed
56

Top Buys

Rank Stock Value
1
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$3.83M
2
DFGX icon
Dimensional International Core Fixed Income ETF
DFGX
+$1.01M
3
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$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

Rank Stock Value
1
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$245K
2
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$213K
3
JSCP icon
JPMorgan Short Duration Core Plus ETF
JSCP
+$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

Rank Sector Weight
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
XPO icon
476
XPO
XPO
$23.3B
$776 ﹤0.01%
6
+1
+20% +$130
TTWO icon
477
Take-Two Interactive
TTWO
$47.1B
$775 ﹤0.01%
3
-2
-40% -$473
VMI icon
478
Valmont Industries
VMI
$9.59B
$775 ﹤0.01%
2
– –
EFX icon
479
Equifax
EFX
$21.2B
$770 ﹤0.01%
3
– –
MTG icon
480
MGIC Investment
MTG
$6.26B
$766 ﹤0.01%
27
-1
-4% -$27
GGG icon
481
Graco
GGG
$13.5B
$765 ﹤0.01%
9
– –
AL
482
DELISTED
Air Lease Corp
AL
$764 ﹤0.01%
12
– –
BURL icon
483
Burlington
BURL
$23B
$764 ﹤0.01%
3
– –
EHC icon
484
Encompass Health
EHC
$12.5B
$762 ﹤0.01%
6
– –
SJM icon
485
J.M. Smucker
SJM
$12.6B
$760 ﹤0.01%
7
+1
+17% +$109
WWD icon
486
Woodward
WWD
$21B
$758 ﹤0.01%
3
– –
R icon
487
Ryder
R
$10B
$755 ﹤0.01%
4
– –
TRU icon
488
TransUnion
TRU
$15.2B
$754 ﹤0.01%
9
+2
+29% +$182
SPXC icon
489
SPX Corp
SPXC
$10.9B
$747 ﹤0.01%
4
– –
VLTO icon
490
Veralto
VLTO
$23.7B
$746 ﹤0.01%
7
+4
+133% +$422
FOX icon
491
Fox Class B
FOX
$23.4B
$745 ﹤0.01%
13
– –
IR icon
492
Ingersoll Rand
IR
$32.7B
$744 ﹤0.01%
9
-1
-10% -$82
PFSI icon
493
PennyMac Financial
PFSI
$3.94B
$743 ﹤0.01%
6
+2
+50% +$216
SCHA icon
494
Schwab U.S Small- Cap ETF
SCHA
$23.1B
$743 ﹤0.01%
27
– –
IVZ icon
495
Invesco
IVZ
$13.9B
$734 ﹤0.01%
32
– –
AEE icon
496
Ameren
AEE
$29.7B
$731 ﹤0.01%
7
-1
-13% -$100
OTIS icon
497
Otis Worldwide
OTIS
$27.8B
$731 ﹤0.01%
8
-1
-11% -$91
FN icon
498
Fabrinet
FN
$18.8B
$729 ﹤0.01%
2
– –
KHC icon
499
Kraft Heinz
KHC
$29.3B
$729 ﹤0.01%
28
+1
+4% +$27
MOS icon
500
The Mosaic Company
MOS
$7.37B
$728 ﹤0.01%
21
+2
+11% +$69
18 19
20
21 22

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HFM Investment Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, HFM Investment Advisors held 1,323 positions worth $246M, up 8.4% from $227M the previous quarter. Its ten largest holdings account for 96% of the portfolio.

HFM Investment Advisors's Q3 2025 filing shows 36 new, 294 increased, 381 reduced and 56 closed positions. Its largest new stake was MSC Income Fund Inc: 206 shares worth $2.71K. The largest sale was Dimensional US Core Equity 2 ETF, an estimated $245K.

By sector, the portfolio is most concentrated in Industrials at 1% of assets, up from 1% a quarter earlier, followed by Technology and Healthcare.

  • HFM Investment Advisors's largest Q3 2025 buy was MSC Income Fund Inc: 206 shares worth $2.71K.
  • HFM Investment Advisors added most to Dimensional Core Fixed Income ETF in Q3 2025, an estimated $3.83M increase.
  • HFM Investment Advisors's biggest Q3 2025 reduction was Dimensional US Core Equity 2 ETF, cutting an estimated $245K.
  • HFM Investment Advisors fully exited Hess in Q3 2025, selling an estimated $2.08K.
  • HFM Investment Advisors's ten largest holdings make up 96% of its $246M portfolio in Q3 2025.
  • HFM Investment Advisors opened 36 new positions and closed 56 in Q3 2025.
  • HFM Investment Advisors's portfolio value rose 8.4% quarter-over-quarter to $246M.

Based on HFM Investment Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.