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
701
$462 ﹤0.01%
5
702
$460 ﹤0.01%
2
+1
703
$457 ﹤0.01%
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-1
704
$456 ﹤0.01%
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-2
705
$455 ﹤0.01%
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-1
706
$455 ﹤0.01%
5
+4
707
$454 ﹤0.01%
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-3
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$452 ﹤0.01%
2
709
$451 ﹤0.01%
2
710
$450 ﹤0.01%
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711
$449 ﹤0.01%
10
+1
712
$448 ﹤0.01%
5
713
$447 ﹤0.01%
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-1
714
$447 ﹤0.01%
1
-1
715
$447 ﹤0.01%
3
-2
716
$447 ﹤0.01%
5
+4
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$445 ﹤0.01%
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+3
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$445 ﹤0.01%
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719
$445 ﹤0.01%
42
+8
720
$444 ﹤0.01%
5
721
$442 ﹤0.01%
19
722
$440 ﹤0.01%
30
+7
723
$439 ﹤0.01%
2
-1
724
$438 ﹤0.01%
17
725
$435 ﹤0.01%
11
-2
27 28
29
30 31