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
551
$646 ﹤0.01%
16
-5
552
$646 ﹤0.01%
2
553
$645 ﹤0.01%
5
-3
554
$645 ﹤0.01%
5
555
$645 ﹤0.01%
21
-1
556
$642 ﹤0.01%
6
557
$642 ﹤0.01%
7
-1
558
$641 ﹤0.01%
13
+8
559
$641 ﹤0.01%
5
560
$636 ﹤0.01%
10
561
$634 ﹤0.01%
5
562
$634 ﹤0.01%
4
563
$632 ﹤0.01%
2
-1
564
$625 ﹤0.01%
27
+4
565
$623 ﹤0.01%
3
566
$621 ﹤0.01%
+2
567
$618 ﹤0.01%
5
+1
568
$618 ﹤0.01%
4
569
$617 ﹤0.01%
2
+1
570
$616 ﹤0.01%
6
571
$614 ﹤0.01%
1
572
$613 ﹤0.01%
3
-2
573
$611 ﹤0.01%
5
574
$607 ﹤0.01%
6
575
$607 ﹤0.01%
9
-1
21 22
23
24 25