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
676
$175 ﹤0.01%
+2
677
$174 ﹤0.01%
+1
678
$174 ﹤0.01%
+1
679
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+1
680
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+9
681
$174 ﹤0.01%
+3
682
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+1
683
$174 ﹤0.01%
+1
684
$173 ﹤0.01%
+4
685
$173 ﹤0.01%
+1
686
$173 ﹤0.01%
+3
687
$172 ﹤0.01%
+2
688
$171 ﹤0.01%
+1
689
$170 ﹤0.01%
+6
690
$169 ﹤0.01%
+1
691
$168 ﹤0.01%
+2
692
$168 ﹤0.01%
+11
693
$167 ﹤0.01%
+1
694
$167 ﹤0.01%
+2
695
$167 ﹤0.01%
+2
696
$167 ﹤0.01%
+4
697
$167 ﹤0.01%
+5
698
$167 ﹤0.01%
+1
699
$166 ﹤0.01%
+1
700
$166 ﹤0.01%
+4
26 27
28
29 30