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
726
$154 ﹤0.01%
+1
727
$154 ﹤0.01%
+3
728
$153 ﹤0.01%
+2
729
$153 ﹤0.01%
+1
730
$153 ﹤0.01%
+1
731
$152 ﹤0.01%
+2
732
$151 ﹤0.01%
+3
733
$151 ﹤0.01%
+1
734
$151 ﹤0.01%
+2
735
$151 ﹤0.01%
+1
736
$150 ﹤0.01%
+1
737
$150 ﹤0.01%
+1
738
$149 ﹤0.01%
+2
739
$149 ﹤0.01%
+1
740
$149 ﹤0.01%
+3
741
$148 ﹤0.01%
+8
742
$148 ﹤0.01%
+3
743
$147 ﹤0.01%
+6
744
$147 ﹤0.01%
+1
745
$146 ﹤0.01%
+2
746
$145 ﹤0.01%
+3
747
$145 ﹤0.01%
+3
748
$144 ﹤0.01%
+5
749
$144 ﹤0.01%
+1
750
$144 ﹤0.01%
+1
28 29
30
31 32