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
626
$541 ﹤0.01%
21
+8
627
$539 ﹤0.01%
11
+3
628
$539 ﹤0.01%
7
+2
629
$537 ﹤0.01%
5
630
$535 ﹤0.01%
25
631
$532 ﹤0.01%
44
632
$531 ﹤0.01%
8
+2
633
$528 ﹤0.01%
35
+5
634
$526 ﹤0.01%
6
-1
635
$525 ﹤0.01%
2
+1
636
$524 ﹤0.01%
3
637
$523 ﹤0.01%
+1
638
$521 ﹤0.01%
5
+2
639
$520 ﹤0.01%
2
+1
640
$519 ﹤0.01%
4
+1
641
$518 ﹤0.01%
3
642
$518 ﹤0.01%
2
643
$518 ﹤0.01%
9
-1
644
$518 ﹤0.01%
5
645
$517 ﹤0.01%
9
+5
646
$517 ﹤0.01%
9
647
$515 ﹤0.01%
16
+10
648
$514 ﹤0.01%
4
649
$513 ﹤0.01%
7
650
$512 ﹤0.01%
7
+2
24 25
26
27 28