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
651
$189 ﹤0.01%
+4
652
$189 ﹤0.01%
+2
653
$188 ﹤0.01%
+23
654
$188 ﹤0.01%
+1
655
$186 ﹤0.01%
+3
656
$186 ﹤0.01%
+2
657
$184 ﹤0.01%
+4
658
$184 ﹤0.01%
+9
659
$182 ﹤0.01%
+6
660
$182 ﹤0.01%
+3
661
$182 ﹤0.01%
+2
662
$181 ﹤0.01%
+1
663
$181 ﹤0.01%
+2
664
$180 ﹤0.01%
+5
665
$177 ﹤0.01%
+2
666
$177 ﹤0.01%
+2
667
$177 ﹤0.01%
+3
668
$176 ﹤0.01%
+2
669
$176 ﹤0.01%
+2
670
$175 ﹤0.01%
+2
671
$175 ﹤0.01%
+9
672
$175 ﹤0.01%
+3
673
$175 ﹤0.01%
+1
674
$175 ﹤0.01%
+9
675
$175 ﹤0.01%
+5
25 26
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