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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
FCN icon
701
FTI Consulting
FCN
$4.17B
$165 ﹤0.01%
+1
New +$180
GAP
702
The Gap Inc
GAP
$7.74B
$165 ﹤0.01%
+8
New +$180
IRDM icon
703
Iridium Communications
IRDM
$5.23B
$164 ﹤0.01%
+6
New +$176
DOCU
704
DocuSign
DOCU
$11.4B
$163 ﹤0.01%
+2
New +$175
MOS icon
705
The Mosaic Company
MOS
$7.46B
$163 ﹤0.01%
+6
New +$159
AN icon
706
AutoNation
AN
$6.88B
$162 ﹤0.01%
+1
New +$178
NPO icon
707
Enpro
NPO
$7.04B
$162 ﹤0.01%
+1
New +$180
CDW icon
708
CDW
CDW
$17.1B
$161 ﹤0.01%
+1
New +$182
JEF icon
709
Jefferies Financial Group
JEF
$12.8B
$161 ﹤0.01%
+3
New +$204
MKSI icon
710
MKS Inc
MKSI
$19.8B
$161 ﹤0.01%
+2
New +$202
MTN icon
711
Vail Resorts
MTN
$5.21B
$161 ﹤0.01%
+1
New +$166
RLI icon
712
RLI Corp
RLI
$5.83B
$161 ﹤0.01%
+2
New +$152
RUSHA icon
713
Rush Enterprises Class A
RUSHA
$9.36B
$161 ﹤0.01%
+3
New +$172
TXNM
714
TXNM Energy Inc
TXNM
$5.91B
$161 ﹤0.01%
+3
New +$151
ESE icon
715
ESCO Technologies
ESE
$7.79B
$160 ﹤0.01%
+1
New +$150
NFG icon
716
National Fuel Gas
NFG
$7.78B
$159 ﹤0.01%
+2
New +$144
HWC icon
717
Hancock Whitney
HWC
$6.21B
$158 ﹤0.01%
+3
New +$169
NVT icon
718
nVent Electric
NVT
$26.3B
$158 ﹤0.01%
+3
New +$190
SSD icon
719
Simpson Manufacturing
SSD
$8B
$158 ﹤0.01%
+1
New +$164
URBN icon
720
Urban Outfitters
URBN
$6.81B
$158 ﹤0.01%
+3
New +$164
ATI icon
721
ATI
ATI
$31.1B
$157 ﹤0.01%
+3
New +$170
MSM icon
722
MSC Industrial Direct
MSM
$6.87B
$156 ﹤0.01%
+2
New +$160
WCC
723
WESCO International
WCC
$17.9B
$156 ﹤0.01%
+1
New +$179
CXT icon
724
Crane NXT
CXT
$2.96B
$155 ﹤0.01%
+3
New +$176
PTC icon
725
PTC
PTC
$16.4B
$155 ﹤0.01%
+1
New +$172
27 28
29
30 31

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4WM
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A
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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.