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
526
$685 ﹤0.01%
18
+12
527
$684 ﹤0.01%
12
+8
528
$684 ﹤0.01%
12
+6
529
$680 ﹤0.01%
10
+6
530
$679 ﹤0.01%
4
+3
531
$678 ﹤0.01%
5
+3
532
$678 ﹤0.01%
20
+10
533
$677 ﹤0.01%
7
+5
534
$674 ﹤0.01%
+27
535
$673 ﹤0.01%
12
+7
536
$673 ﹤0.01%
7
+4
537
$673 ﹤0.01%
3
+2
538
$672 ﹤0.01%
7
+4
539
$672 ﹤0.01%
10
+6
540
$671 ﹤0.01%
13
+6
541
$671 ﹤0.01%
4
+2
542
$670 ﹤0.01%
32
+19
543
$665 ﹤0.01%
5
+2
544
$662 ﹤0.01%
5
+3
545
$662 ﹤0.01%
6
+3
546
$657 ﹤0.01%
31
+22
547
$656 ﹤0.01%
2
+1
548
$654 ﹤0.01%
22
+11
549
$653 ﹤0.01%
2
+1
550
$652 ﹤0.01%
10
+7
20 21
22
23 24