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
501
$278 ﹤0.01%
+3
502
$278 ﹤0.01%
+2
503
$277 ﹤0.01%
+6
504
$277 ﹤0.01%
+2
505
$276 ﹤0.01%
+2
506
$276 ﹤0.01%
+3
507
$275 ﹤0.01%
+7
508
$275 ﹤0.01%
+5
509
$275 ﹤0.01%
+3
510
$275 ﹤0.01%
+4
511
$274 ﹤0.01%
+5
512
$274 ﹤0.01%
+8
513
$273 ﹤0.01%
+11
514
$273 ﹤0.01%
+5
515
$272 ﹤0.01%
+17
516
$271 ﹤0.01%
+1
517
$271 ﹤0.01%
+3
518
$271 ﹤0.01%
+2
519
$269 ﹤0.01%
+8
520
$268 ﹤0.01%
+3
521
$268 ﹤0.01%
+1
522
$265 ﹤0.01%
+1
523
$265 ﹤0.01%
+9
524
$264 ﹤0.01%
+1
525
$263 ﹤0.01%
+2
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