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
651
$504 ﹤0.01%
12
+5
652
$495 ﹤0.01%
7
+5
653
$494 ﹤0.01%
9
+4
654
$493 ﹤0.01%
2
-1
655
$493 ﹤0.01%
7
+1
656
$492 ﹤0.01%
2
+1
657
$490 ﹤0.01%
2
+1
658
$488 ﹤0.01%
5
+2
659
$488 ﹤0.01%
11
+7
660
$488 ﹤0.01%
9
+6
661
$487 ﹤0.01%
3
+2
662
$487 ﹤0.01%
+1
663
$486 ﹤0.01%
9
+7
664
$484 ﹤0.01%
3
+2
665
$484 ﹤0.01%
14
+9
666
$477 ﹤0.01%
+2
667
$477 ﹤0.01%
7
+4
668
$475 ﹤0.01%
5
+4
669
$473 ﹤0.01%
3
+1
670
$473 ﹤0.01%
13
+9
671
$471 ﹤0.01%
23
+10
672
$471 ﹤0.01%
10
+7
673
$468 ﹤0.01%
5
+3
674
$467 ﹤0.01%
13
+10
675
$466 ﹤0.01%
3
+2
25 26
27
28 29