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
626
$543 ﹤0.01%
3
+2
627
$541 ﹤0.01%
3
+2
628
$541 ﹤0.01%
4
+2
629
$541 ﹤0.01%
+10
630
$533 ﹤0.01%
6
+4
631
$531 ﹤0.01%
5
+3
632
$527 ﹤0.01%
4
+3
633
$526 ﹤0.01%
5
+4
634
$525 ﹤0.01%
+1
635
$524 ﹤0.01%
5
+3
636
$520 ﹤0.01%
3
+1
637
$518 ﹤0.01%
2
+1
638
$518 ﹤0.01%
14
+7
639
$516 ﹤0.01%
+7
640
$515 ﹤0.01%
7
+3
641
$514 ﹤0.01%
7
+5
642
$512 ﹤0.01%
5
+4
643
$511 ﹤0.01%
11
+8
644
$509 ﹤0.01%
4
+2
645
$508 ﹤0.01%
7
+4
646
$507 ﹤0.01%
+3
647
$507 ﹤0.01%
22
+14
648
$505 ﹤0.01%
32
+15
649
$505 ﹤0.01%
13
+6
650
$504 ﹤0.01%
9
+6
24 25
26
27 28