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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
% of AUM
170.87%
Top 10 Holdings %
Top 10 Hldgs %
96.51%
Holding
1,189
New
1,188
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Total World Stock ETF
VT
|
+$143M |
| 2 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$94.3M |
| 3 |
Dimensional World ex US Core Equity 2 ETF
DFAX
|
+$43.6M |
| 4 |
Dimensional Core Fixed Income ETF
DFCF
|
+$29.2M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
51
AT&T
T
$163B
| $32.7K | 0.02% |
+1,156
| New | +$29.1K |
|
52
Vanguard Short-Term Treasury ETF
VGSH
$30.2B
| $26.7K | 0.01% |
+455
| New | +$26.6K |
|
53
McDonald's
MCD
$195B
| $25.9K | 0.01% |
+83
| New | +$24.8K |
|
54
Boeing
BA
$185B
| $25.6K | 0.01% |
+150
| New | +$26K |
|
55
Yum! Brands
YUM
$41.1B
| $24.9K | 0.01% |
+159
| New | +$22.9K |
|
56
Intel
INTC
$513B
| $24.7K | 0.01% |
+1,088
| New | +$23.8K |
|
57
Dimensional International Core Equity 2 ETF
DFIC
$15.3B
| $23.6K | 0.01% |
+849
| New | +$23.2K |
|
58
Eversource Energy
ES
$27.2B
| $23K | 0.01% |
+370
| New | +$22.1K |
|
59
iShares Core Universal USD Bond ETF
IUSB
$43.3B
| $22.7K | 0.01% |
+493
| New | +$22.5K |
|
60
iShares Core Conservative Allocation ETF
AOK
$793M
| $21.3K | 0.01% |
+565
| New | +$21.3K |
|
61
Colgate-Palmolive
CL
$74.4B
| $19.1K | 0.01% |
+204
| New | +$18.3K |
|
62
NVIDIA
NVDA
$5.42T
| $18.4K | 0.01% |
+170
| New | +$21.5K |
|
63
Vanguard FTSE Emerging Markets ETF
VWO
$126B
| $18.3K | 0.01% |
+404
| New | +$18.2K |
|
64
CrowdStrike
CRWD
$218B
| $18K | 0.01% |
+204
| New | +$19.4K |
|
65
Coca-Cola
KO
$375B
| $16.9K | 0.01% |
+237
| New | +$15.8K |
|
66
Pfizer
PFE
$153B
| $16K | 0.01% |
+633
| New | +$16.6K |
|
67
iShares Core US Aggregate Bond ETF
AGG
$138B
| $15.1K | 0.01% |
+153
| New | +$15K |
|
68
Target
TGT
$68B
| $14.6K | 0.01% |
+140
| New | +$17.5K |
|
69
Visa
V
$677B
| $14K | 0.01% |
+40
| New | +$13.5K |
|
70
JPMorgan Chase
JPM
$950B
| $13.5K | 0.01% |
+55
| New | +$14K |
|
71
Roundhill Ball Metaverse ETF
METV
$212M
| $13.5K | 0.01% |
+1,000
| New | +$14.6K |
|
72
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$6.16B
| $12K | 0.01% |
+338
| New | +$11.9K |
|
73
iShares 0-3 Month Treasury Bond ETF
SGOV
$101B
| $11.7K | 0.01% |
+116
| New | +$11.7K |
|
74
Zimmer Biomet
ZBH
$18.4B
| $11.7K | 0.01% |
+103
| New | +$11K |
|
75
Alphabet (Google) Class A
GOOGL
$4.33T
| $11.3K | 0.01% |
+73
| New | +$13.2K |
|
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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.