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
576
$610 ﹤0.01%
9
+6
577
$609 ﹤0.01%
13
+6
578
$609 ﹤0.01%
14
+8
579
$607 ﹤0.01%
10
+6
580
$606 ﹤0.01%
3
+2
581
$606 ﹤0.01%
8
+5
582
$605 ﹤0.01%
10
+6
583
$603 ﹤0.01%
5
+3
584
$596 ﹤0.01%
10
+6
585
$593 ﹤0.01%
70
+47
586
$593 ﹤0.01%
3
587
$592 ﹤0.01%
+2
588
$590 ﹤0.01%
5
+3
589
$590 ﹤0.01%
3
+2
590
$590 ﹤0.01%
9
+6
591
$589 ﹤0.01%
2
+1
592
$589 ﹤0.01%
6
+3
593
$589 ﹤0.01%
66
+52
594
$587 ﹤0.01%
12
+6
595
$587 ﹤0.01%
14
+6
596
$587 ﹤0.01%
6
+4
597
$584 ﹤0.01%
8
+5
598
$581 ﹤0.01%
4
+2
599
$579 ﹤0.01%
6
+5
600
$577 ﹤0.01%
4
+1
22 23
24
25 26