HIA

HFM Investment Advisors Portfolio holdings

AUM $246M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$206M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,189
New
Increased
Reduced
Closed

Top Buys

1
+$89.6M
2
+$44M
3
+$29.4M
4
DFNM icon
Dimensional National Municipal Bond ETF
DFNM
+$17.3M
5
DFGX icon
Dimensional Global ex US Core Fixed Income ETF
DFGX
+$9.95M

Top Sells

No sells this quarter

Sector Composition

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
526
$263 ﹤0.01%
+4
527
$263 ﹤0.01%
+1
528
$261 ﹤0.01%
+2
529
$261 ﹤0.01%
+5
530
$258 ﹤0.01%
+17
531
$258 ﹤0.01%
+4
532
$258 ﹤0.01%
+2
533
$257 ﹤0.01%
+6
534
$256 ﹤0.01%
+3
535
$255 ﹤0.01%
+3
536
$255 ﹤0.01%
+1
537
$255 ﹤0.01%
+2
538
$254 ﹤0.01%
+3
539
$254 ﹤0.01%
+7
540
$254 ﹤0.01%
+1
541
$253 ﹤0.01%
+2
542
$252 ﹤0.01%
+8
543
$251 ﹤0.01%
+2
544
$251 ﹤0.01%
+3
545
$249 ﹤0.01%
+4
546
$249 ﹤0.01%
+2
547
$248 ﹤0.01%
+3
548
$248 ﹤0.01%
+1
549
$248 ﹤0.01%
+1
550
$247 ﹤0.01%
+5
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