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
601
$576 ﹤0.01%
14
+7
602
$576 ﹤0.01%
4
+2
603
$575 ﹤0.01%
19
+11
604
$575 ﹤0.01%
13
+6
605
$573 ﹤0.01%
17
+10
606
$570 ﹤0.01%
6
+3
607
$570 ﹤0.01%
3
+2
608
$569 ﹤0.01%
7
+5
609
$567 ﹤0.01%
5
+3
610
$567 ﹤0.01%
3
+2
611
$562 ﹤0.01%
7
+4
612
$558 ﹤0.01%
7
+6
613
$558 ﹤0.01%
+5
614
$556 ﹤0.01%
4
+2
615
$553 ﹤0.01%
9
+5
616
$552 ﹤0.01%
10
+7
617
$550 ﹤0.01%
6
+3
618
$549 ﹤0.01%
23
+14
619
$549 ﹤0.01%
2
620
$546 ﹤0.01%
3
+2
621
$546 ﹤0.01%
7
+3
622
$545 ﹤0.01%
5
+3
623
$545 ﹤0.01%
5
+2
624
$545 ﹤0.01%
25
+17
625
$543 ﹤0.01%
9
+6
23 24
25
26 27