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
676
$478 ﹤0.01%
+8
677
$478 ﹤0.01%
3
-2
678
$476 ﹤0.01%
4
679
$475 ﹤0.01%
9
+2
680
$475 ﹤0.01%
11
+3
681
$473 ﹤0.01%
15
682
$473 ﹤0.01%
3
683
$470 ﹤0.01%
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-13
684
$469 ﹤0.01%
25
+6
685
$469 ﹤0.01%
3
+2
686
$469 ﹤0.01%
7
+3
687
$469 ﹤0.01%
5
-1
688
$468 ﹤0.01%
7
-3
689
$467 ﹤0.01%
9
690
$467 ﹤0.01%
+1
691
$467 ﹤0.01%
9
692
$467 ﹤0.01%
29
+5
693
$467 ﹤0.01%
5
+1
694
$466 ﹤0.01%
26
+13
695
$465 ﹤0.01%
7
-1
696
$465 ﹤0.01%
8
+4
697
$464 ﹤0.01%
3
698
$464 ﹤0.01%
6
+1
699
$463 ﹤0.01%
9
700
$463 ﹤0.01%
10
-1
26 27
28
29 30