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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
+5.64%
1 Year Est. Return
+18.43%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$246M
AUM Growth
+$19M
Cap. Flow
+$6.15M
Cap. Flow %
2.5%
Top 10 Hldgs %
95.59%
Holding
1,323
New
36
Increased
294
Reduced
381
Closed
56

Top Buys

Rank Stock Value
1
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$3.83M
2
DFGX icon
Dimensional International Core Fixed Income ETF
DFGX
+$1.01M
3
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$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

Rank Stock Value
1
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$245K
2
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$213K
3
JSCP icon
JPMorgan Short Duration Core Plus ETF
JSCP
+$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

Rank Sector Weight
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
AMCR icon
551
Amcor
AMCR
$21.8B
$646 ﹤0.01%
16
-5
-24% -$224
HEI icon
552
HEICO Corp
HEI
$50.9B
$646 ﹤0.01%
2
– –
FISV
553
Fiserv Inc
FISV
$27.8B
$645 ﹤0.01%
5
-3
-38% -$430
MHK icon
554
Mohawk Industries
MHK
$9.19B
$645 ﹤0.01%
5
– –
NWSA icon
555
News Corp Class A
NWSA
$15.4B
$645 ﹤0.01%
21
-1
-5% -$30
AGCO icon
556
AGCO
AGCO
$7.06B
$642 ﹤0.01%
6
– –
OKTA icon
557
Okta
OKTA
$26.2B
$642 ﹤0.01%
7
-1
-13% -$93
ON icon
558
ON Semiconductor
ON
$31.1B
$641 ﹤0.01%
13
+8
+160% +$421
WYNN icon
559
Wynn Resorts
WYNN
$10.6B
$641 ﹤0.01%
5
– –
ESNT icon
560
Essent Group
ESNT
$6.08B
$636 ﹤0.01%
10
– –
CFR icon
561
Cullen/Frost Bankers
CFR
$10.3B
$634 ﹤0.01%
5
– –
FCFS icon
562
FirstCash
FCFS
$9.05B
$634 ﹤0.01%
4
– –
LAD icon
563
Lithia Motors
LAD
$8.35B
$632 ﹤0.01%
2
-1
-33% -$323
BEN icon
564
Franklin Resources
BEN
$17B
$625 ﹤0.01%
27
+4
+17% +$99
MOG.A icon
565
Moog Inc Class A
MOG.A
$13B
$623 ﹤0.01%
3
– –
MDB icon
566
MongoDB
MDB
$33.5B
$621 ﹤0.01%
+2
New +$514
ALV icon
567
Autoliv
ALV
$8.92B
$618 ﹤0.01%
5
+1
+25% +$120
CVSA
568
Covista Inc
CVSA
$4.38B
$618 ﹤0.01%
4
– –
PODD icon
569
Insulet
PODD
$9.91B
$617 ﹤0.01%
2
+1
+100% +$313
TROW icon
570
T. Rowe Price
TROW
$24.3B
$616 ﹤0.01%
6
– –
DDS icon
571
Dillards
DDS
$9.9B
$614 ﹤0.01%
1
– –
UHS icon
572
Universal Health Services
UHS
$10.2B
$613 ﹤0.01%
3
-2
-40% -$360
INGR icon
573
Ingredion
INGR
$6.53B
$611 ﹤0.01%
5
– –
JXN icon
574
Jackson Financial
JXN
$8.83B
$607 ﹤0.01%
6
– –
LNT icon
575
Alliant Energy
LNT
$17.7B
$607 ﹤0.01%
9
-1
-10% -$65
21 22
23
24 25

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A
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HFM Investment Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, HFM Investment Advisors held 1,323 positions worth $246M, up 8.4% from $227M the previous quarter. Its ten largest holdings account for 96% of the portfolio.

HFM Investment Advisors's Q3 2025 filing shows 36 new, 294 increased, 381 reduced and 56 closed positions. Its largest new stake was MSC Income Fund Inc: 206 shares worth $2.71K. The largest sale was Dimensional US Core Equity 2 ETF, an estimated $245K.

By sector, the portfolio is most concentrated in Industrials at 1% of assets, up from 1% a quarter earlier, followed by Technology and Healthcare.

  • HFM Investment Advisors's largest Q3 2025 buy was MSC Income Fund Inc: 206 shares worth $2.71K.
  • HFM Investment Advisors added most to Dimensional Core Fixed Income ETF in Q3 2025, an estimated $3.83M increase.
  • HFM Investment Advisors's biggest Q3 2025 reduction was Dimensional US Core Equity 2 ETF, cutting an estimated $245K.
  • HFM Investment Advisors fully exited Hess in Q3 2025, selling an estimated $2.08K.
  • HFM Investment Advisors's ten largest holdings make up 96% of its $246M portfolio in Q3 2025.
  • HFM Investment Advisors opened 36 new positions and closed 56 in Q3 2025.
  • HFM Investment Advisors's portfolio value rose 8.4% quarter-over-quarter to $246M.

Based on HFM Investment Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.