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
651
$510 ﹤0.01%
10
652
$508 ﹤0.01%
2
653
$508 ﹤0.01%
6
654
$503 ﹤0.01%
15
-10
655
$503 ﹤0.01%
5
656
$502 ﹤0.01%
3
657
$502 ﹤0.01%
3
658
$501 ﹤0.01%
8
+2
659
$499 ﹤0.01%
6
-1
660
$498 ﹤0.01%
2
661
$498 ﹤0.01%
3
-1
662
$494 ﹤0.01%
5
663
$493 ﹤0.01%
15
664
$493 ﹤0.01%
2
665
$493 ﹤0.01%
20
666
$491 ﹤0.01%
6
667
$490 ﹤0.01%
28
-10
668
$489 ﹤0.01%
2
669
$488 ﹤0.01%
6
-1
670
$488 ﹤0.01%
3
-1
671
$487 ﹤0.01%
3
-2
672
$482 ﹤0.01%
3
673
$482 ﹤0.01%
15
-2
674
$481 ﹤0.01%
5
675
$479 ﹤0.01%
12
25 26
27
28 29