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
TXT icon
601
Textron
TXT
$15.3B
$217 ﹤0.01%
+3
New +$225
APG icon
602
APi Group
APG
$18.3B
$215 ﹤0.01%
+9
New +$225
PB icon
603
Prosperity Bancshares
PB
$8.81B
$215 ﹤0.01%
+3
New +$227
SRE icon
604
Sempra
SRE
$55.1B
$215 ﹤0.01%
+3
New +$234
UFPI icon
605
UFP Industries
UFPI
$5.01B
$215 ﹤0.01%
+2
New +$223
BMRN icon
606
BioMarin Pharmaceuticals
BMRN
$13.3B
$213 ﹤0.01%
+3
New +$202
BRC icon
607
Brady Corp
BRC
$4.54B
$212 ﹤0.01%
+3
New +$218
RVTY icon
608
Revvity
RVTY
$12.9B
$212 ﹤0.01%
+2
New +$231
TOL icon
609
Toll Brothers
TOL
$14B
$212 ﹤0.01%
+2
New +$240
HEI.A icon
610
HEICO Corp Class A
HEI.A
$37B
$211 ﹤0.01%
+1
New +$194
BAH icon
611
Booz Allen Hamilton
BAH
$9.37B
$210 ﹤0.01%
+2
New +$241
MAS icon
612
Masco
MAS
$14.7B
$209 ﹤0.01%
+3
New +$225
ARW icon
613
Arrow Electronics
ARW
$10.3B
$208 ﹤0.01%
+2
New +$221
EVRG icon
614
Evergy
EVRG
$18.9B
$207 ﹤0.01%
+3
New +$196
IDCC icon
615
InterDigital
IDCC
$8.99B
$207 ﹤0.01%
+1
New +$201
WBS icon
616
Webster Financial
WBS
$12.8B
$207 ﹤0.01%
+4
New +$223
HSIC icon
617
Henry Schein
HSIC
$9.82B
$206 ﹤0.01%
+3
New +$222
HII icon
618
Huntington Ingalls Industries
HII
$13B
$205 ﹤0.01%
+1
New +$190
KFY icon
619
Korn Ferry
KFY
$4.3B
$204 ﹤0.01%
+3
New +$203
WTS icon
620
Watts Water Technologies
WTS
$12.8B
$204 ﹤0.01%
+1
New +$210
KEX icon
621
Kirby Corp
KEX
$7B
$203 ﹤0.01%
+2
New +$209
WDC icon
622
Western Digital
WDC
$151B
$203 ﹤0.01%
+5
New +$237
CVSA
623
Covista Inc
CVSA
$4.38B
$202 ﹤0.01%
+2
New +$199
DCI icon
624
Donaldson
DCI
$11.2B
$202 ﹤0.01%
+3
New +$208
AXTA icon
625
Axalta
AXTA
$8.01B
$200 ﹤0.01%
+6
New +$213
23 24
25
26 27

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.