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
501
$727 ﹤0.01%
13
+6
502
$726 ﹤0.01%
24
+17
503
$724 ﹤0.01%
3
+2
504
$721 ﹤0.01%
+8
505
$720 ﹤0.01%
14
+6
506
$720 ﹤0.01%
6
+4
507
$720 ﹤0.01%
5
+3
508
$719 ﹤0.01%
26
+17
509
$712 ﹤0.01%
17
+8
510
$710 ﹤0.01%
13
+9
511
$702 ﹤0.01%
12
+8
512
$702 ﹤0.01%
4
+3
513
$702 ﹤0.01%
8
+6
514
$698 ﹤0.01%
3
+1
515
$697 ﹤0.01%
3
+2
516
$697 ﹤0.01%
27
+13
517
$694 ﹤0.01%
3
+2
518
$694 ﹤0.01%
3
+2
519
$693 ﹤0.01%
19
+13
520
$692 ﹤0.01%
4
+2
521
$691 ﹤0.01%
+1
522
$691 ﹤0.01%
8
+5
523
$689 ﹤0.01%
4
+3
524
$688 ﹤0.01%
5
+4
525
$686 ﹤0.01%
6
+4
19 20
21
22 23