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
526
$684 ﹤0.01%
9
527
$683 ﹤0.01%
9
-1
528
$681 ﹤0.01%
25
+9
529
$680 ﹤0.01%
13
+8
530
$679 ﹤0.01%
2
531
$679 ﹤0.01%
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532
$678 ﹤0.01%
8
+1
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$678 ﹤0.01%
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$675 ﹤0.01%
10
535
$673 ﹤0.01%
9
536
$671 ﹤0.01%
5
-1
537
$670 ﹤0.01%
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-2
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$666 ﹤0.01%
9
+6
539
$665 ﹤0.01%
8
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$664 ﹤0.01%
5
-2
541
$662 ﹤0.01%
5
542
$660 ﹤0.01%
10
+1
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$659 ﹤0.01%
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10
-8
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$659 ﹤0.01%
5
546
$657 ﹤0.01%
7
-2
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$656 ﹤0.01%
8
+1
548
$653 ﹤0.01%
17
549
$650 ﹤0.01%
5
550
$650 ﹤0.01%
15
-1
20 21
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