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
701
$438 ﹤0.01%
8
+5
702
$436 ﹤0.01%
5
+3
703
$435 ﹤0.01%
13
+8
704
$435 ﹤0.01%
+3
705
$434 ﹤0.01%
22
+13
706
$433 ﹤0.01%
5
+2
707
$430 ﹤0.01%
3
+2
708
$430 ﹤0.01%
5
+2
709
$429 ﹤0.01%
14
+8
710
$429 ﹤0.01%
9
+7
711
$429 ﹤0.01%
2
712
$426 ﹤0.01%
4
+3
713
$425 ﹤0.01%
8
+5
714
$424 ﹤0.01%
5
+3
715
$421 ﹤0.01%
6
+3
716
$421 ﹤0.01%
4
+3
717
$419 ﹤0.01%
5
+3
718
$418 ﹤0.01%
+1
719
$418 ﹤0.01%
30
+9
720
$417 ﹤0.01%
8
+4
721
$416 ﹤0.01%
6
+3
722
$415 ﹤0.01%
2
+1
723
$414 ﹤0.01%
8
+5
724
$413 ﹤0.01%
8
+5
725
$412 ﹤0.01%
+4
27 28
29
30 31