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
501
$723 ﹤0.01%
7
+1
502
$716 ﹤0.01%
12
-7
503
$715 ﹤0.01%
3
504
$714 ﹤0.01%
10
+3
505
$713 ﹤0.01%
12
-1
506
$708 ﹤0.01%
13
-2
507
$707 ﹤0.01%
3
+1
508
$706 ﹤0.01%
19
-1
509
$706 ﹤0.01%
13
510
$704 ﹤0.01%
10
511
$703 ﹤0.01%
2
-1
512
$702 ﹤0.01%
17
-6
513
$702 ﹤0.01%
5
514
$701 ﹤0.01%
31
515
$700 ﹤0.01%
36
-5
516
$700 ﹤0.01%
2
-1
517
$699 ﹤0.01%
3
518
$697 ﹤0.01%
3
519
$696 ﹤0.01%
4
-1
520
$694 ﹤0.01%
8
+4
521
$694 ﹤0.01%
8
+1
522
$689 ﹤0.01%
27
+3
523
$687 ﹤0.01%
12
524
$686 ﹤0.01%
29
-5
525
$685 ﹤0.01%
10
19 20
21
22 23