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
601
$568 ﹤0.01%
20
+13
602
$566 ﹤0.01%
4
-1
603
$565 ﹤0.01%
14
604
$565 ﹤0.01%
15
-3
605
$562 ﹤0.01%
1
606
$561 ﹤0.01%
2
+1
607
$561 ﹤0.01%
16
+8
608
$560 ﹤0.01%
6
-3
609
$559 ﹤0.01%
2
610
$557 ﹤0.01%
4
611
$557 ﹤0.01%
5
612
$554 ﹤0.01%
4
613
$554 ﹤0.01%
20
-6
614
$553 ﹤0.01%
13
+4
615
$552 ﹤0.01%
3
616
$552 ﹤0.01%
34
+2
617
$550 ﹤0.01%
2
-3
618
$549 ﹤0.01%
4
+1
619
$547 ﹤0.01%
4
-1
620
$546 ﹤0.01%
22
621
$545 ﹤0.01%
3
-1
622
$544 ﹤0.01%
2
623
$544 ﹤0.01%
5
-4
624
$543 ﹤0.01%
12
-1
625
$542 ﹤0.01%
10
+5
23 24
25
26 27