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
676
$464 ﹤0.01%
10
+7
677
$463 ﹤0.01%
3
+2
678
$463 ﹤0.01%
9
+4
679
$463 ﹤0.01%
3
+2
680
$461 ﹤0.01%
2
+1
681
$461 ﹤0.01%
3
+1
682
$461 ﹤0.01%
+2
683
$460 ﹤0.01%
5
+3
684
$453 ﹤0.01%
2
+1
685
$451 ﹤0.01%
+1
686
$450 ﹤0.01%
+2
687
$449 ﹤0.01%
15
+10
688
$448 ﹤0.01%
4
+2
689
$448 ﹤0.01%
+2
690
$447 ﹤0.01%
2
+1
691
$447 ﹤0.01%
5
+2
692
$446 ﹤0.01%
12
+6
693
$445 ﹤0.01%
4
+3
694
$444 ﹤0.01%
5
+4
695
$443 ﹤0.01%
15
+5
696
$442 ﹤0.01%
4
+2
697
$441 ﹤0.01%
+3
698
$441 ﹤0.01%
34
+26
699
$440 ﹤0.01%
4
+3
700
$438 ﹤0.01%
10
+6
26 27
28
29 30