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
$246M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,323
New
Increased
Reduced
Closed

Top Buys

1
+$3.86M
2
+$1.02M
3
+$589K
4
DFGP icon
Dimensional Global Core Plus Fixed Income ETF
DFGP
+$512K
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$452K

Top Sells

1
+$253K
2
+$220K
3
+$14.1K
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$13.8K
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$10.4K

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
VTI icon
51
Vanguard Total Stock Market ETF
VTI
$565B
$41.3K 0.02%
126
-7
GSLC icon
52
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.8B
$39.7K 0.02%
305
-80
GOOGL icon
53
Alphabet (Google) Class A
GOOGL
$3.86T
$37.9K 0.02%
156
+5
INTC icon
54
Intel
INTC
$209B
$37.8K 0.02%
1,126
+18
BNDX icon
55
Vanguard Total International Bond ETF
BNDX
$72.5B
$36.1K 0.01%
731
-12
T icon
56
AT&T
T
$180B
$34.8K 0.01%
1,234
-14
BA icon
57
Boeing
BA
$154B
$33K 0.01%
153
JPM icon
58
JPMorgan Chase
JPM
$850B
$27.4K 0.01%
87
ES icon
59
Eversource Energy
ES
$24.8B
$26.7K 0.01%
376
MCD icon
60
McDonald's
MCD
$219B
$26.1K 0.01%
86
YUM icon
61
Yum! Brands
YUM
$41.2B
$24.6K 0.01%
162
CRWD icon
62
CrowdStrike
CRWD
$132B
$24.5K 0.01%
50
-1
VGSH icon
63
Vanguard Short-Term Treasury ETF
VGSH
$24.7B
$23.8K 0.01%
404
-28
AOK icon
64
iShares Core Conservative Allocation ETF
AOK
$719M
$23.2K 0.01%
577
+3
DFIC icon
65
Dimensional International Core Equity 2 ETF
DFIC
$11.4B
$23.1K 0.01%
705
-168
VWO icon
66
Vanguard FTSE Emerging Markets ETF
VWO
$103B
$22.4K 0.01%
413
-10
AGG icon
67
iShares Core US Aggregate Bond ETF
AGG
$135B
$19.7K 0.01%
197
+17
V icon
68
Visa
V
$636B
$18.4K 0.01%
54
-4
PFE icon
69
Pfizer
PFE
$145B
$17.8K 0.01%
700
+12
KO icon
70
Coca-Cola
KO
$305B
$17.3K 0.01%
261
+3
CL icon
71
Colgate-Palmolive
CL
$63B
$17.1K 0.01%
214
+1
IUSB icon
72
iShares Core Universal USD Bond ETF
IUSB
$33.8B
$16.7K 0.01%
358
-11
TGT icon
73
Target
TGT
$41.2B
$13K 0.01%
145
+1
GS icon
74
Goldman Sachs
GS
$251B
$12.7K 0.01%
16
SMLF icon
75
iShares US Small Cap Equity Factor ETF
SMLF
$2.71B
$12.6K 0.01%
170
-46
1 2
3
4 5