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
476
$776 ﹤0.01%
6
+1
477
$775 ﹤0.01%
3
-2
478
$775 ﹤0.01%
2
479
$770 ﹤0.01%
3
480
$766 ﹤0.01%
27
-1
481
$765 ﹤0.01%
9
482
$764 ﹤0.01%
3
483
$764 ﹤0.01%
12
484
$762 ﹤0.01%
6
485
$760 ﹤0.01%
7
+1
486
$758 ﹤0.01%
3
487
$755 ﹤0.01%
4
488
$754 ﹤0.01%
9
+2
489
$747 ﹤0.01%
4
490
$746 ﹤0.01%
7
+4
491
$745 ﹤0.01%
13
492
$744 ﹤0.01%
9
-1
493
$743 ﹤0.01%
6
+2
494
$743 ﹤0.01%
27
495
$734 ﹤0.01%
32
496
$731 ﹤0.01%
7
-1
497
$731 ﹤0.01%
8
-1
498
$729 ﹤0.01%
2
499
$729 ﹤0.01%
28
+1
500
$728 ﹤0.01%
21
+2
18 19
20
21 22