We are live on ! Find out more
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
ESNT icon
576
Essent Group
ESNT
$6.16B
$231 ﹤0.01%
+4
New +$227
SWK icon
577
Stanley Black & Decker
SWK
$15.7B
$231 ﹤0.01%
+3
New +$253
BG icon
578
Bunge Global
BG
$21.5B
$230 ﹤0.01%
+3
New +$225
LEN icon
579
Lennar Class A
LEN
$20.8B
$230 ﹤0.01%
+2
New +$250
CORT icon
580
Corcept Therapeutics
CORT
$12.3B
$229 ﹤0.01%
+2
New +$122
MHK icon
581
Mohawk Industries
MHK
$9.32B
$229 ﹤0.01%
+2
New +$238
MGY icon
582
Magnolia Oil & Gas
MGY
$6.17B
$228 ﹤0.01%
+9
New +$218
AIT icon
583
Applied Industrial Technologies
AIT
$13.4B
$226 ﹤0.01%
+1
New +$246
DVN icon
584
Devon Energy
DVN
$49.9B
$225 ﹤0.01%
+6
New +$213
WTFC icon
585
Wintrust Financial
WTFC
$10.7B
$225 ﹤0.01%
+2
New +$247
CRVL icon
586
CorVel
CRVL
$3.12B
$224 ﹤0.01%
+2
New +$223
RMD icon
587
ResMed
RMD
$31.9B
$224 ﹤0.01%
+1
New +$233
SXT icon
588
Sensient Technologies
SXT
$5.56B
$224 ﹤0.01%
+3
New +$218
EXP icon
589
Eagle Materials
EXP
$6.54B
$222 ﹤0.01%
+1
New +$237
HPQ icon
590
HP
HPQ
$26.6B
$222 ﹤0.01%
+8
New +$253
ZM icon
591
Zoom
ZM
$31.3B
$222 ﹤0.01%
+3
New +$239
CNX icon
592
CNX Resources
CNX
$5.32B
$221 ﹤0.01%
+7
New +$211
APPF icon
593
AppFolio
APPF
$7.07B
$220 ﹤0.01%
+1
New +$229
FTV icon
594
Fortive
FTV
$18.8B
$220 ﹤0.01%
+4
New +$235
DAR icon
595
Darling Ingredients
DAR
$9.92B
$219 ﹤0.01%
+7
New +$245
PAYC icon
596
Paycom
PAYC
$9.52B
$219 ﹤0.01%
+1
New +$211
PPG icon
597
PPG Industries
PPG
$26B
$219 ﹤0.01%
+2
New +$231
HRL icon
598
Hormel Foods
HRL
$13.4B
$217 ﹤0.01%
+7
New +$208
MKTX icon
599
MarketAxess Holdings
MKTX
$5.72B
$217 ﹤0.01%
+1
New +$210
QS icon
600
QuantumScape Corp
QS
$3.91B
$217 ﹤0.01%
+52
New +$257
22 23
24
25 26

Similar funds

VPF
Vantage Point Financial Lisle, Illinois $285M AUM 21.31% 1-Year Est. Return
ONPI
Owls Nest Partners IA Chadds Ford, Pennsylvania $286M AUM 16.4% 1-Year Est. Return
HMP
HS Management Partners New York $286M AUM 2.97% 1-Year Est. Return
4WM
44 Wealth Management Eugene, Oregon $286M AUM 18.78% 1-Year Est. Return
A
Argentarii Cincinnati, Ohio $286M AUM 32.04% 1-Year Est. Return
FFL
Future Fund LLC Chicago, Illinois $284M AUM 28.58% 1-Year Est. Return
MAG
Mayfair Advisory Group Birmingham, Alabama $286M AUM 19.6% 1-Year Est. Return
CCM
Chaney Capital Management Lynnwood, Washington $284M AUM 15.54% 1-Year Est. Return

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.