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
51
$41.3K 0.02%
126
-7
52
$39.7K 0.02%
305
-80
53
$37.9K 0.02%
156
+5
54
$37.8K 0.02%
1,126
+18
55
$36.1K 0.01%
731
-12
56
$34.8K 0.01%
1,234
-14
57
$33K 0.01%
153
58
$27.4K 0.01%
87
59
$26.7K 0.01%
376
60
$26.1K 0.01%
86
61
$24.6K 0.01%
162
62
$24.5K 0.01%
50
-1
63
$23.8K 0.01%
404
-28
64
$23.2K 0.01%
577
+3
65
$23.1K 0.01%
705
-168
66
$22.4K 0.01%
413
-10
67
$19.7K 0.01%
197
+17
68
$18.4K 0.01%
54
-4
69
$17.8K 0.01%
700
+12
70
$17.3K 0.01%
261
+3
71
$17.1K 0.01%
214
+1
72
$16.7K 0.01%
358
-11
73
$13K 0.01%
145
+1
74
$12.7K 0.01%
16
75
$12.6K 0.01%
170
-46
1 2
3
4 5