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
$206M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,189
New
Increased
Reduced
Closed

Top Buys

1
+$89.6M
2
+$44M
3
+$29.4M
4
DFNM icon
Dimensional National Municipal Bond ETF
DFNM
+$17.3M
5
DFGX icon
Dimensional Global ex US Core Fixed Income ETF
DFGX
+$9.95M

Top Sells

No sells this quarter

Sector Composition

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
$32.7K 0.02%
+1,156
52
$26.7K 0.01%
+455
53
$25.9K 0.01%
+83
54
$25.6K 0.01%
+150
55
$24.9K 0.01%
+159
56
$24.7K 0.01%
+1,088
57
$23.6K 0.01%
+849
58
$23K 0.01%
+370
59
$22.7K 0.01%
+493
60
$21.3K 0.01%
+565
61
$19.1K 0.01%
+204
62
$18.4K 0.01%
+170
63
$18.3K 0.01%
+404
64
$18K 0.01%
+51
65
$16.9K 0.01%
+237
66
$16K 0.01%
+633
67
$15.1K 0.01%
+153
68
$14.6K 0.01%
+140
69
$14K 0.01%
+40
70
$13.5K 0.01%
+55
71
$13.5K 0.01%
+1,000
72
$12K 0.01%
+338
73
$11.7K 0.01%
+116
74
$11.7K 0.01%
+103
75
$11.3K 0.01%
+73
1 2
3
4 5