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
COLB icon
626
Columbia Banking Systems
COLB
$8.92B
$200 ﹤0.01%
+8
New +$213
CRUS icon
627
Cirrus Logic
CRUS
$6.26B
$200 ﹤0.01%
+2
New +$206
EVR icon
628
Evercore
EVR
$11.6B
$200 ﹤0.01%
+1
New +$249
ZION icon
629
Zions Bancorporation
ZION
$10.3B
$200 ﹤0.01%
+4
New +$215
ZS icon
630
Zscaler
ZS
$28.9B
$199 ﹤0.01%
+1
New +$199
BWXT icon
631
BWX Technologies
BWXT
$15.8B
$198 ﹤0.01%
+2
New +$217
CLH icon
632
Clean Harbors
CLH
$16.5B
$198 ﹤0.01%
+1
New +$219
FN icon
633
Fabrinet
FN
$19.1B
$198 ﹤0.01%
+1
New +$218
AOS icon
634
A.O. Smith
AOS
$8.65B
$197 ﹤0.01%
+3
New +$203
LFUS icon
635
Littelfuse
LFUS
$11.9B
$197 ﹤0.01%
+1
New +$229
PRGO icon
636
Perrigo
PRGO
$1.76B
$197 ﹤0.01%
+7
New +$182
TRMB icon
637
Trimble
TRMB
$13.7B
$197 ﹤0.01%
+3
New +$216
GPN icon
638
Global Payments
GPN
$22.8B
$196 ﹤0.01%
+2
New +$209
GXO icon
639
GXO Logistics
GXO
$5.47B
$196 ﹤0.01%
+5
New +$209
COHR icon
640
Coherent
COHR
$64.6B
$195 ﹤0.01%
+3
New +$249
AL
641
DELISTED
Air Lease Corp
AL
$194 ﹤0.01%
+4
New +$188
PLNT icon
642
Planet Fitness
PLNT
$3.68B
$194 ﹤0.01%
+2
New +$201
PINC
643
DELISTED
Premier
PINC
$193 ﹤0.01%
+10
New +$197
VAC icon
644
Marriott Vacations Worldwide
VAC
$3.99B
$193 ﹤0.01%
+3
New +$238
HALO icon
645
Halozyme
HALO
$11.8B
$192 ﹤0.01%
+3
New +$174
BMI icon
646
Badger Meter
BMI
$3.98B
$191 ﹤0.01%
+1
New +$209
NIO icon
647
NIO
NIO
$11.5B
$191 ﹤0.01%
+50
New +$220
ONB icon
648
Old National Bancorp
ONB
$10.2B
$191 ﹤0.01%
+9
New +$203
LECO icon
649
Lincoln Electric
LECO
$15.5B
$190 ﹤0.01%
+1
New +$196
SKY icon
650
Champion Homes
SKY
$5.1B
$190 ﹤0.01%
+2
New +$192
24 25
26
27 28

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.