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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
+5.64%
1 Year Est. Return
+18.43%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$246M
AUM Growth
+$19M
Cap. Flow
+$6.15M
Cap. Flow %
2.5%
Top 10 Hldgs %
95.59%
Holding
1,323
New
36
Increased
294
Reduced
381
Closed
56

Top Buys

Rank Stock Value
1
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$3.83M
2
DFGX icon
Dimensional International Core Fixed Income ETF
DFGX
+$1.01M
3
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$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

Rank Stock Value
1
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$245K
2
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$213K
3
JSCP icon
JPMorgan Short Duration Core Plus ETF
JSCP
+$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

Rank Sector Weight
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
ADM icon
676
Archer Daniels Midland
ADM
$38.6B
$478 ﹤0.01%
+8
New +$468
CDW icon
677
CDW
CDW
$17B
$478 ﹤0.01%
3
-2
-40% -$340
FSS icon
678
Federal Signal
FSS
$7.86B
$476 ﹤0.01%
4
– –
ACIW icon
679
ACI Worldwide
ACIW
$5.27B
$475 ﹤0.01%
9
+2
+29% +$95
REZI icon
680
Resideo Technologies
REZI
$3.7B
$475 ﹤0.01%
11
+3
+38% +$94
LAUR icon
681
Laureate Education
LAUR
$5.03B
$473 ﹤0.01%
15
– –
WEX icon
682
WEX
WEX
$6.44B
$473 ﹤0.01%
3
– –
CMG icon
683
Chipotle Mexican Grill
CMG
$40.7B
$470 ﹤0.01%
12
-13
-52% -$585
CDE icon
684
Coeur Mining
CDE
$18.8B
$469 ﹤0.01%
25
+6
+32% +$73
CRL icon
685
Charles River Laboratories
CRL
$13.4B
$469 ﹤0.01%
3
+2
+200% +$318
MP icon
686
MP Materials
MP
$9.79B
$469 ﹤0.01%
7
+3
+75% +$189
PNFP icon
687
Pinnacle Financial Partners Inc
PNFP
$16.1B
$469 ﹤0.01%
5
-1
-17% -$100
MKC icon
688
McCormick & Company Non-Voting
MKC
$14.2B
$468 ﹤0.01%
7
-3
-30% -$210
BBIO icon
689
BridgeBio Pharma
BBIO
$16.5B
$467 ﹤0.01%
9
– –
CACC icon
690
Credit Acceptance
CACC
$5.96B
$467 ﹤0.01%
+1
New +$499
FHI icon
691
Federated Hermes
FHI
$4.74B
$467 ﹤0.01%
9
– –
FNB icon
692
FNB Corp
FNB
$6.81B
$467 ﹤0.01%
29
+5
+21% +$80
UFPI icon
693
UFP Industries
UFPI
$5.11B
$467 ﹤0.01%
5
+1
+25% +$101
M icon
694
Macy's
M
$6.49B
$466 ﹤0.01%
26
+13
+100% +$184
HSIC icon
695
Henry Schein
HSIC
$9.97B
$465 ﹤0.01%
7
-1
-13% -$69
LW icon
696
Lamb Weston
LW
$7.21B
$465 ﹤0.01%
8
+4
+100% +$219
FIVE icon
697
Five Below
FIVE
$13.1B
$464 ﹤0.01%
3
– –
MRCY icon
698
Mercury Systems
MRCY
$6.53B
$464 ﹤0.01%
6
+1
+20% +$62
BSY icon
699
Bentley Systems
BSY
$10.7B
$463 ﹤0.01%
9
– –
OGE icon
700
OGE Energy
OGE
$9.59B
$463 ﹤0.01%
10
-1
-9% -$45
26 27
28
29 30

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HFM Investment Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, HFM Investment Advisors held 1,323 positions worth $246M, up 8.4% from $227M the previous quarter. Its ten largest holdings account for 96% of the portfolio.

HFM Investment Advisors's Q3 2025 filing shows 36 new, 294 increased, 381 reduced and 56 closed positions. Its largest new stake was MSC Income Fund Inc: 206 shares worth $2.71K. The largest sale was Dimensional US Core Equity 2 ETF, an estimated $245K.

By sector, the portfolio is most concentrated in Industrials at 1% of assets, up from 1% a quarter earlier, followed by Technology and Healthcare.

  • HFM Investment Advisors's largest Q3 2025 buy was MSC Income Fund Inc: 206 shares worth $2.71K.
  • HFM Investment Advisors added most to Dimensional Core Fixed Income ETF in Q3 2025, an estimated $3.83M increase.
  • HFM Investment Advisors's biggest Q3 2025 reduction was Dimensional US Core Equity 2 ETF, cutting an estimated $245K.
  • HFM Investment Advisors fully exited Hess in Q3 2025, selling an estimated $2.08K.
  • HFM Investment Advisors's ten largest holdings make up 96% of its $246M portfolio in Q3 2025.
  • HFM Investment Advisors opened 36 new positions and closed 56 in Q3 2025.
  • HFM Investment Advisors's portfolio value rose 8.4% quarter-over-quarter to $246M.

Based on HFM Investment Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.