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
551
$651 ﹤0.01%
4
+2
552
$647 ﹤0.01%
+2
553
$645 ﹤0.01%
16
+10
554
$644 ﹤0.01%
7
+1
555
$644 ﹤0.01%
10
+7
556
$643 ﹤0.01%
5
+3
557
$640 ﹤0.01%
9
+6
558
$640 ﹤0.01%
8
+6
559
$639 ﹤0.01%
7
+3
560
$639 ﹤0.01%
9
+4
561
$636 ﹤0.01%
4
+3
562
$631 ﹤0.01%
5
+2
563
$630 ﹤0.01%
9
+5
564
$628 ﹤0.01%
+2
565
$628 ﹤0.01%
+5
566
$628 ﹤0.01%
2
+1
567
$625 ﹤0.01%
13
+8
568
$624 ﹤0.01%
9
+4
569
$623 ﹤0.01%
12
+8
570
$622 ﹤0.01%
11
+5
571
$620 ﹤0.01%
9
+6
572
$620 ﹤0.01%
5
+3
573
$619 ﹤0.01%
6
+3
574
$616 ﹤0.01%
7
+3
575
$614 ﹤0.01%
3
+2
21 22
23
24 25