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
551
$246 ﹤0.01%
+4
552
$245 ﹤0.01%
+6
553
$244 ﹤0.01%
+1
554
$243 ﹤0.01%
+4
555
$242 ﹤0.01%
+8
556
$241 ﹤0.01%
+2
557
$241 ﹤0.01%
+6
558
$241 ﹤0.01%
+4
559
$240 ﹤0.01%
+6
560
$240 ﹤0.01%
+4
561
$239 ﹤0.01%
+1
562
$238 ﹤0.01%
+6
563
$237 ﹤0.01%
+4
564
$236 ﹤0.01%
+3
565
$235 ﹤0.01%
+1
566
$234 ﹤0.01%
+2
567
$234 ﹤0.01%
+2
568
$234 ﹤0.01%
+9
569
$234 ﹤0.01%
+1
570
$234 ﹤0.01%
+1
571
$233 ﹤0.01%
+2
572
$233 ﹤0.01%
+3
573
$232 ﹤0.01%
+4
574
$232 ﹤0.01%
+7
575
$232 ﹤0.01%
+6
21 22
23
24 25