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
$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
676
$175 ﹤0.01%
+2
677
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+9
678
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679
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680
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681
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682
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683
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684
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685
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686
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687
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688
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690
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691
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692
$168 ﹤0.01%
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693
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$167 ﹤0.01%
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695
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696
$167 ﹤0.01%
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697
$167 ﹤0.01%
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698
$167 ﹤0.01%
+2
699
$166 ﹤0.01%
+4
700
$166 ﹤0.01%
+1
26 27
28
29 30