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
$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
601
$217 ﹤0.01%
+1
602
$215 ﹤0.01%
+2
603
$215 ﹤0.01%
+3
604
$215 ﹤0.01%
+3
605
$215 ﹤0.01%
+9
606
$213 ﹤0.01%
+3
607
$212 ﹤0.01%
+2
608
$212 ﹤0.01%
+2
609
$212 ﹤0.01%
+3
610
$211 ﹤0.01%
+1
611
$210 ﹤0.01%
+2
612
$209 ﹤0.01%
+3
613
$208 ﹤0.01%
+2
614
$207 ﹤0.01%
+4
615
$207 ﹤0.01%
+1
616
$207 ﹤0.01%
+3
617
$206 ﹤0.01%
+3
618
$205 ﹤0.01%
+1
619
$204 ﹤0.01%
+1
620
$204 ﹤0.01%
+3
621
$203 ﹤0.01%
+5
622
$203 ﹤0.01%
+2
623
$202 ﹤0.01%
+3
624
$202 ﹤0.01%
+2
625
$200 ﹤0.01%
+4
23 24
25
26 27