HIA

HFM Investment Advisors Portfolio holdings

AUM $246M
This Quarter Est. Return
1 Year Est. Return
–
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
626
$200 ﹤0.01%
+8
627
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+2
628
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+1
629
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630
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+1
631
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632
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633
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634
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635
$197 ﹤0.01%
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636
$197 ﹤0.01%
+7
637
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+3
638
$196 ﹤0.01%
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$195 ﹤0.01%
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641
$194 ﹤0.01%
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642
$194 ﹤0.01%
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$193 ﹤0.01%
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$192 ﹤0.01%
+3
646
$191 ﹤0.01%
+1
647
$191 ﹤0.01%
+50
648
$191 ﹤0.01%
+9
649
$190 ﹤0.01%
+1
650
$190 ﹤0.01%
+2
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