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
51
$41.1K 0.02%
393
+45
52
$40.4K 0.02%
133
-1
53
$36.8K 0.02%
743
-34
54
$36.1K 0.02%
1,248
+92
55
$32.1K 0.01%
153
+3
56
$27.1K 0.01%
873
+24
57
$26.6K 0.01%
151
+78
58
$26K 0.01%
51
59
$25.4K 0.01%
432
-23
60
$25.2K 0.01%
87
+32
61
$25.1K 0.01%
86
+3
62
$24.8K 0.01%
1,108
+20
63
$24K 0.01%
162
+3
64
$23.9K 0.01%
376
+6
65
$22.4K 0.01%
574
+9
66
$20.9K 0.01%
423
+19
67
$20.6K 0.01%
58
+18
68
$19.3K 0.01%
213
+9
69
$18.2K 0.01%
258
+21
70
$17.8K 0.01%
180
+27
71
$17.1K 0.01%
369
-124
72
$16.7K 0.01%
688
+55
73
$14.7K 0.01%
216
+48
74
$14.2K 0.01%
144
+4
75
$13.8K 0.01%
347
+9
1 2
3
4 5