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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
AGCO icon
501
AGCO
AGCO
$7.06B
$278 ﹤0.01%
+3
New +$293
RJF icon
502
Raymond James Financial
RJF
$34.5B
$278 ﹤0.01%
+2
New +$310
CMC icon
503
Commercial Metals
CMC
$8.1B
$277 ﹤0.01%
+6
New +$292
DTE icon
504
DTE Energy
DTE
$28.5B
$277 ﹤0.01%
+2
New +$255
CAH icon
505
Cardinal Health
CAH
$55.5B
$276 ﹤0.01%
+2
New +$255
LPX icon
506
Louisiana-Pacific
LPX
$5.2B
$276 ﹤0.01%
+3
New +$313
FITB
507
Fifth Third Bancorp
FITB
$51.8B
$275 ﹤0.01%
+7
New +$295
HRB icon
508
H&R Block
HRB
$5.82B
$275 ﹤0.01%
+5
New +$267
SIGI icon
509
Selective Insurance
SIGI
$5.66B
$275 ﹤0.01%
+3
New +$263
Z icon
510
Zillow
Z
$7.59B
$275 ﹤0.01%
+4
New +$306
ACIW icon
511
ACI Worldwide
ACIW
$5.34B
$274 ﹤0.01%
+5
New +$265
BAX icon
512
Baxter International
BAX
$14.4B
$274 ﹤0.01%
+8
New +$262
MTG icon
513
MGIC Investment
MTG
$6.21B
$273 ﹤0.01%
+11
New +$266
PPC icon
514
Pilgrim's Pride
PPC
$6.31B
$273 ﹤0.01%
+5
New +$250
KEY icon
515
KeyCorp
KEY
$24.3B
$272 ﹤0.01%
+17
New +$288
ALNY icon
516
Alnylam Pharmaceuticals
ALNY
$29B
$271 ﹤0.01%
+1
New +$257
FWONK icon
517
Liberty Media Series C
FWONK
$25.8B
$271 ﹤0.01%
+3
New +$278
INGR icon
518
Ingredion
INGR
$6.53B
$271 ﹤0.01%
+2
New +$264
LUV icon
519
Southwest Airlines
LUV
$22B
$269 ﹤0.01%
+8
New +$253
CCK icon
520
Crown Holdings
CCK
$13.1B
$268 ﹤0.01%
+3
New +$262
HEI icon
521
HEICO Corp
HEI
$50.9B
$268 ﹤0.01%
+1
New +$244
HUM icon
522
Humana
HUM
$46.3B
$265 ﹤0.01%
+1
New +$270
SLM icon
523
SLM Corp
SLM
$5.14B
$265 ﹤0.01%
+9
New +$263
AYI icon
524
Acuity Brands
AYI
$10.6B
$264 ﹤0.01%
+1
New +$302
AFG icon
525
American Financial Group
AFG
$11.9B
$263 ﹤0.01%
+2
New +$258
19 20
21
22 23

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4WM
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A
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FFL
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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.