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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
SKYW icon
676
Skywest
SKYW
$4.18B
$175 ﹤0.01%
+2
New +$205
BEN icon
677
Franklin Resources
BEN
$17B
$174 ﹤0.01%
+9
New +$180
LOPE icon
678
Grand Canyon Education
LOPE
$3.82B
$174 ﹤0.01%
+1
New +$174
MANH icon
679
Manhattan Associates
MANH
$11.4B
$174 ﹤0.01%
+1
New +$208
MOG.A icon
680
Moog Inc Class A
MOG.A
$13B
$174 ﹤0.01%
+1
New +$184
NWE icon
681
NorthWestern Energy
NWE
$4.38B
$174 ﹤0.01%
+3
New +$163
THG icon
682
Hanover Insurance
THG
$7.86B
$174 ﹤0.01%
+1
New +$162
UNF icon
683
Unifirst Corp
UNF
$5.24B
$174 ﹤0.01%
+1
New +$209
CATY icon
684
Cathay General Bancorp
CATY
$4.23B
$173 ﹤0.01%
+4
New +$184
COIN icon
685
Coinbase
COIN
$39.2B
$173 ﹤0.01%
+1
New +$242
PRIM icon
686
Primoris Services
PRIM
$4.35B
$173 ﹤0.01%
+3
New +$217
PBH icon
687
Prestige Consumer Healthcare
PBH
$2.51B
$172 ﹤0.01%
+2
New +$164
PANW icon
688
Palo Alto Networks
PANW
$314B
$171 ﹤0.01%
+1
New +$185
HOMB icon
689
Home BancShares
HOMB
$6.17B
$170 ﹤0.01%
+6
New +$175
AMG icon
690
Affiliated Managers Group
AMG
$9.6B
$169 ﹤0.01%
+1
New +$174
JXN icon
691
Jackson Financial
JXN
$8.83B
$168 ﹤0.01%
+2
New +$178
NOV icon
692
NOV
NOV
$7.38B
$168 ﹤0.01%
+11
New +$165
CBT icon
693
Cabot Corp
CBT
$4.46B
$167 ﹤0.01%
+2
New +$172
CNO icon
694
CNO Financial Group
CNO
$5.12B
$167 ﹤0.01%
+4
New +$160
DKNG icon
695
DraftKings
DKNG
$12B
$167 ﹤0.01%
+5
New +$205
MASI
696
DELISTED
Masimo
MASI
$167 ﹤0.01%
+1
New +$174
TXRH icon
697
Texas Roadhouse
TXRH
$13.6B
$167 ﹤0.01%
+1
New +$177
WYNN icon
698
Wynn Resorts
WYNN
$10.6B
$167 ﹤0.01%
+2
New +$171
IBKR icon
699
Interactive Brokers
IBKR
$41.1B
$166 ﹤0.01%
+4
New +$198
BCPC
700
Balchem Corp
BCPC
$5.65B
$166 ﹤0.01%
+1
New +$164
26 27
28
29 30

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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.