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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
EXLS icon
651
EXL Service
EXLS
$5.32B
$189 ﹤0.01%
+4
New +$192
OSK icon
652
Oshkosh
OSK
$9.59B
$189 ﹤0.01%
+2
New +$200
ADT icon
653
ADT
ADT
$5.49B
$188 ﹤0.01%
+23
New +$174
GWRE icon
654
Guidewire Software
GWRE
$14.4B
$188 ﹤0.01%
+1
New +$194
HOLX
655
DELISTED
Hologic
HOLX
$186 ﹤0.01%
+3
New +$199
SSB icon
656
SouthState Bank Corp
SSB
$10.5B
$186 ﹤0.01%
+2
New +$197
CRK icon
657
Comstock Resources
CRK
$4.22B
$184 ﹤0.01%
+9
New +$172
OGE icon
658
OGE Energy
OGE
$9.54B
$184 ﹤0.01%
+4
New +$174
BBWI icon
659
Bath & Body Works
BBWI
$3.89B
$182 ﹤0.01%
+6
New +$212
INCY icon
660
Incyte
INCY
$24.6B
$182 ﹤0.01%
+3
New +$209
WH icon
661
Wyndham Hotels & Resorts
WH
$5.29B
$182 ﹤0.01%
+2
New +$203
IEX icon
662
IDEX
IEX
$17.2B
$181 ﹤0.01%
+1
New +$199
KNF icon
663
Knife River
KNF
$3.83B
$181 ﹤0.01%
+2
New +$195
LNC icon
664
Lincoln National
LNC
$8.75B
$180 ﹤0.01%
+5
New +$177
AGO icon
665
Assured Guaranty
AGO
$3.34B
$177 ﹤0.01%
+2
New +$179
ALV icon
666
Autoliv
ALV
$8.92B
$177 ﹤0.01%
+2
New +$190
EIX icon
667
Edison International
EIX
$26.1B
$177 ﹤0.01%
+3
New +$172
DG icon
668
Dollar General
DG
$27B
$176 ﹤0.01%
+2
New +$151
NTAP icon
669
NetApp
NTAP
$39B
$176 ﹤0.01%
+2
New +$221
ENTG icon
670
Entegris
ENTG
$22B
$175 ﹤0.01%
+2
New +$202
FHN icon
671
First Horizon
FHN
$12B
$175 ﹤0.01%
+9
New +$185
KBH icon
672
KB Home
KBH
$3.47B
$175 ﹤0.01%
+3
New +$191
MZTI
673
The Marzetti Company
MZTI
$3.13B
$175 ﹤0.01%
+1
New +$180
MAT icon
674
Mattel
MAT
$4.21B
$175 ﹤0.01%
+9
New +$179
OPCH icon
675
Option Care Health
OPCH
$3.67B
$175 ﹤0.01%
+5
New +$157
25 26
27
28 29

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4WM
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A
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FFL
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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.