HIA

HFM Investment Advisors Portfolio holdings

AUM $246M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$206M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,189
New
Increased
Reduced
Closed

Top Buys

1
+$89.6M
2
+$44M
3
+$29.4M
4
DFNM icon
Dimensional National Municipal Bond ETF
DFNM
+$17.3M
5
DFGX icon
Dimensional Global ex US Core Fixed Income ETF
DFGX
+$9.95M

Top Sells

No sells this quarter

Sector Composition

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
576
$231 ﹤0.01%
+4
577
$231 ﹤0.01%
+3
578
$230 ﹤0.01%
+3
579
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+2
580
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+2
581
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582
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+9
583
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+1
584
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585
$225 ﹤0.01%
+2
586
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+2
587
$224 ﹤0.01%
+1
588
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$222 ﹤0.01%
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591
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592
$221 ﹤0.01%
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$220 ﹤0.01%
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$219 ﹤0.01%
+7
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$219 ﹤0.01%
+1
597
$219 ﹤0.01%
+2
598
$217 ﹤0.01%
+1
599
$217 ﹤0.01%
+52
600
$217 ﹤0.01%
+7
22 23
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