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
576
$605 ﹤0.01%
5
-2
577
$605 ﹤0.01%
12
-4
578
$604 ﹤0.01%
30
+17
579
$601 ﹤0.01%
69
-1
580
$601 ﹤0.01%
15
+4
581
$599 ﹤0.01%
2
-1
582
$599 ﹤0.01%
2
+1
583
$598 ﹤0.01%
11
-1
584
$596 ﹤0.01%
4
585
$595 ﹤0.01%
8
-1
586
$594 ﹤0.01%
2
-1
587
$592 ﹤0.01%
11
+2
588
$592 ﹤0.01%
5
589
$588 ﹤0.01%
3
590
$587 ﹤0.01%
8
-1
591
$586 ﹤0.01%
5
592
$584 ﹤0.01%
2
-1
593
$580 ﹤0.01%
18
+3
594
$580 ﹤0.01%
7
+4
595
$579 ﹤0.01%
13
596
$575 ﹤0.01%
6
-1
597
$574 ﹤0.01%
4
+1
598
$574 ﹤0.01%
58
-8
599
$571 ﹤0.01%
13
600
$569 ﹤0.01%
7
-1
22 23
24
25 26