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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
FAF icon
526
First American
FAF
$7.37B
$263 ﹤0.01%
+4
New +$253
PODD icon
527
Insulet
PODD
$9.96B
$263 ﹤0.01%
+1
New +$271
ALLE icon
528
Allegion
ALLE
$14.3B
$261 ﹤0.01%
+2
New +$259
BALL icon
529
Ball Corp
BALL
$16.7B
$261 ﹤0.01%
+5
New +$262
IVZ icon
530
Invesco
IVZ
$14.1B
$258 ﹤0.01%
+17
New +$290
LNT icon
531
Alliant Energy
LNT
$17.6B
$258 ﹤0.01%
+4
New +$245
SPXC icon
532
SPX Corp
SPXC
$11.1B
$258 ﹤0.01%
+2
New +$286
OVV icon
533
Ovintiv
OVV
$17.6B
$257 ﹤0.01%
+6
New +$256
LBRDK icon
534
Liberty Broadband Class C
LBRDK
$5.18B
$256 ﹤0.01%
+3
New +$241
PWR icon
535
Quanta Services
PWR
$102B
$255 ﹤0.01%
+1
New +$289
RGEN icon
536
Repligen
RGEN
$9.34B
$255 ﹤0.01%
+2
New +$308
STX icon
537
Seagate
STX
$182B
$255 ﹤0.01%
+3
New +$284
COO icon
538
Cooper Companies
COO
$15B
$254 ﹤0.01%
+3
New +$269
JHG
539
DELISTED
Janus Henderson
JHG
$254 ﹤0.01%
+7
New +$289
VRSN icon
540
VeriSign
VRSN
$26.6B
$254 ﹤0.01%
+1
New +$227
LRN icon
541
Stride
LRN
$3.35B
$253 ﹤0.01%
+2
New +$253
KD icon
542
Kyndryl
KD
$3B
$252 ﹤0.01%
+8
New +$300
CFR icon
543
Cullen/Frost Bankers
CFR
$10.3B
$251 ﹤0.01%
+2
New +$269
SN icon
544
SharkNinja
SN
$26.7B
$251 ﹤0.01%
+3
New +$305
CBSH icon
545
Commerce Bancshares
CBSH
$8.46B
$249 ﹤0.01%
+4
New +$244
JAZZ icon
546
Jazz Pharmaceuticals
JAZZ
$16.3B
$249 ﹤0.01%
+2
New +$261
JLL icon
547
Jones Lang LaSalle
JLL
$16.7B
$248 ﹤0.01%
+1
New +$263
PIPR icon
548
Piper Sandler
PIPR
$5.4B
$248 ﹤0.01%
+4
New +$286
TER icon
549
Teradyne
TER
$60.4B
$248 ﹤0.01%
+3
New +$336
ALK icon
550
Alaska Air
ALK
$5.47B
$247 ﹤0.01%
+5
New +$328
20 21
22
23 24

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HMP
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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.