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
701
$165 ﹤0.01%
+1
702
$165 ﹤0.01%
+8
703
$164 ﹤0.01%
+6
704
$163 ﹤0.01%
+2
705
$163 ﹤0.01%
+6
706
$162 ﹤0.01%
+1
707
$162 ﹤0.01%
+1
708
$161 ﹤0.01%
+1
709
$161 ﹤0.01%
+3
710
$161 ﹤0.01%
+2
711
$161 ﹤0.01%
+1
712
$161 ﹤0.01%
+2
713
$161 ﹤0.01%
+3
714
$161 ﹤0.01%
+3
715
$160 ﹤0.01%
+1
716
$159 ﹤0.01%
+2
717
$158 ﹤0.01%
+3
718
$158 ﹤0.01%
+3
719
$158 ﹤0.01%
+3
720
$158 ﹤0.01%
+1
721
$157 ﹤0.01%
+3
722
$156 ﹤0.01%
+2
723
$156 ﹤0.01%
+1
724
$155 ﹤0.01%
+3
725
$155 ﹤0.01%
+1
27 28
29
30 31