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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
HAS icon
551
Hasbro
HAS
$13.3B
$246 ﹤0.01%
+4
New +$242
FHI icon
552
Federated Hermes
FHI
$4.71B
$245 ﹤0.01%
+6
New +$234
EFX icon
553
Equifax
EFX
$21.3B
$244 ﹤0.01%
+1
New +$251
CNC icon
554
Centene
CNC
$32.9B
$243 ﹤0.01%
+4
New +$242
LTH icon
555
Life Time Group Holdings
LTH
$9.49B
$242 ﹤0.01%
+8
New +$235
FCFS icon
556
FirstCash
FCFS
$9.05B
$241 ﹤0.01%
+2
New +$227
NI icon
557
NiSource
NI
$20B
$241 ﹤0.01%
+6
New +$231
TMHC
558
DELISTED
Taylor Morrison
TMHC
$241 ﹤0.01%
+4
New +$249
CPB icon
559
Campbell Soup
CPB
$6.69B
$240 ﹤0.01%
+6
New +$235
SGI
560
Somnigroup International
SGI
$13.6B
$240 ﹤0.01%
+4
New +$242
MAR icon
561
Marriott International
MAR
$90.9B
$239 ﹤0.01%
+1
New +$272
WTRG icon
562
Essential Utilities
WTRG
$11.3B
$238 ﹤0.01%
+6
New +$220
CMA
563
DELISTED
Comerica
CMA
$237 ﹤0.01%
+4
New +$251
PFGC icon
564
Performance Food Group
PFGC
$17.9B
$236 ﹤0.01%
+3
New +$250
RH icon
565
RH
RH
$3.47B
$235 ﹤0.01%
+1
New +$346
A icon
566
Agilent Technologies
A
$42B
$234 ﹤0.01%
+2
New +$270
GPK icon
567
Graphic Packaging
GPK
$3.53B
$234 ﹤0.01%
+9
New +$241
LOW icon
568
Lowe's Companies
LOW
$123B
$234 ﹤0.01%
+1
New +$246
MTZ icon
569
MasTec
MTZ
$21.5B
$234 ﹤0.01%
+2
New +$270
WDAY icon
570
Workday
WDAY
$45.5B
$234 ﹤0.01%
+1
New +$255
ESAB icon
571
ESAB
ESAB
$5.32B
$233 ﹤0.01%
+2
New +$244
SEIC icon
572
SEI Investments
SEIC
$12.6B
$233 ﹤0.01%
+3
New +$241
BHF icon
573
Brighthouse Financial
BHF
$3.46B
$232 ﹤0.01%
+4
New +$223
FLEX icon
574
Flex
FLEX
$44.2B
$232 ﹤0.01%
+7
New +$274
LVS icon
575
Las Vegas Sands
LVS
$29.4B
$232 ﹤0.01%
+6
New +$265
21 22
23
24 25

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ONPI
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HMP
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4WM
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A
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FFL
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MAG
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CCM
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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.