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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
DG icon
501
Dollar General
DG
$27B
$723 ﹤0.01%
7
+1
+17% +$110
CARR icon
502
Carrier Global
CARR
$52.3B
$716 ﹤0.01%
12
-7
-37% -$476
AMG icon
503
Affiliated Managers Group
AMG
$9.6B
$715 ﹤0.01%
3
– –
URBN icon
504
Urban Outfitters
URBN
$6.81B
$714 ﹤0.01%
10
+3
+43% +$221
WBS icon
505
Webster Financial
WBS
$12.8B
$713 ﹤0.01%
12
-1
-8% -$60
EQT icon
506
EQT Corp
EQT
$33.8B
$708 ﹤0.01%
13
-2
-13% -$106
LECO icon
507
Lincoln Electric
LECO
$15.1B
$707 ﹤0.01%
3
+1
+50% +$234
PPL
508
PPL Corp
PPL
$26.3B
$706 ﹤0.01%
19
-1
-5% -$36
TSN icon
509
Tyson Foods
TSN
$20.1B
$706 ﹤0.01%
13
– –
MAS icon
510
Masco
MAS
$14.7B
$704 ﹤0.01%
10
– –
CDNS icon
511
Cadence Design Systems
CDNS
$91.4B
$703 ﹤0.01%
2
-1
-33% -$344
EXEL icon
512
Exelixis
EXEL
$13.1B
$702 ﹤0.01%
17
-6
-26% -$241
NBIX icon
513
Neurocrine Biosciences
NBIX
$16.8B
$702 ﹤0.01%
5
– –
FHN icon
514
First Horizon
FHN
$12B
$701 ﹤0.01%
31
– –
AM icon
515
Antero Midstream
AM
$10.4B
$700 ﹤0.01%
36
-5
-12% -$90
EG icon
516
Everest Group
EG
$14.2B
$700 ﹤0.01%
2
-1
-33% -$338
EXP icon
517
Eagle Materials
EXP
$6.47B
$699 ﹤0.01%
3
– –
CLH icon
518
Clean Harbors
CLH
$16.4B
$697 ﹤0.01%
3
– –
PAG icon
519
Penske Automotive Group
PAG
$14.2B
$696 ﹤0.01%
4
-1
-20% -$178
PIPR icon
520
Piper Sandler
PIPR
$5.29B
$694 ﹤0.01%
8
+4
+100% +$326
WAL icon
521
Western Alliance Bancorporation
WAL
$8.78B
$694 ﹤0.01%
8
+1
+14% +$85
KDP icon
522
Keurig Dr Pepper
KDP
$39.9B
$689 ﹤0.01%
27
+3
+13% +$94
CMC icon
523
Commercial Metals
CMC
$8.1B
$687 ﹤0.01%
12
– –
CTRA
524
DELISTED
Coterra Energy
CTRA
$686 ﹤0.01%
29
-5
-15% -$121
CMA
525
DELISTED
Comerica
CMA
$685 ﹤0.01%
10
– –
19 20
21
22 23

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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.