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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 %
170.87%
Top 10 Hldgs %
96.51%
Holding
1,189
New
1,188
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
VT icon
Vanguard Total World Stock ETF
VT
+$143M
2
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$94.3M
3
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$43.6M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$29.2M
5
DFNM icon
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
CR icon
726
Crane Co
CR
$12.7B
$154 ﹤0.01%
+1
New +$160
SLGN icon
727
Silgan Holdings
SLGN
$4.35B
$154 ﹤0.01%
+3
New +$157
DY icon
728
Dycom Industries
DY
$12B
$153 ﹤0.01%
+1
New +$172
SANM icon
729
Sanmina
SANM
$10.7B
$153 ﹤0.01%
+2
New +$162
TKO icon
730
TKO Group
TKO
$13.8B
$153 ﹤0.01%
+1
New +$153
COLM icon
731
Columbia Sportswear
COLM
$2.92B
$152 ﹤0.01%
+2
New +$167
BFH icon
732
Bread Financial
BFH
$4.38B
$151 ﹤0.01%
+3
New +$170
CRL icon
733
Charles River Laboratories
CRL
$13.2B
$151 ﹤0.01%
+1
New +$168
DLTR icon
734
Dollar Tree
DLTR
$24.9B
$151 ﹤0.01%
+2
New +$143
LSTR icon
735
Landstar System
LSTR
$6.05B
$151 ﹤0.01%
+1
New +$161
EAT icon
736
Brinker International
EAT
$9.76B
$150 ﹤0.01%
+1
New +$154
NSIT icon
737
Insight Enterprises
NSIT
$4.54B
$150 ﹤0.01%
+1
New +$161
BRBR icon
738
BellRing Brands
BRBR
$1.32B
$149 ﹤0.01%
+2
New +$147
HLNE icon
739
Hamilton Lane
HLNE
$5.53B
$149 ﹤0.01%
+1
New +$152
NYT icon
740
New York Times
NYT
$10.5B
$149 ﹤0.01%
+3
New +$151
GTES icon
741
Gates Industrial Corporation Ltd.
GTES
$7.19B
$148 ﹤0.01%
+8
New +$165
NJR icon
742
New Jersey Resources
NJR
$5.45B
$148 ﹤0.01%
+3
New +$142
MP icon
743
MP Materials
MP
$9.74B
$147 ﹤0.01%
+6
New +$139
MSA icon
744
Mine Safety
MSA
$7.45B
$147 ﹤0.01%
+1
New +$159
TTC icon
745
Toro Company
TTC
$9.4B
$146 ﹤0.01%
+2
New +$158
AVT icon
746
Avnet
AVT
$7.99B
$145 ﹤0.01%
+3
New +$152
CNM icon
747
Core & Main
CNM
$8.67B
$145 ﹤0.01%
+3
New +$155
BWA icon
748
BorgWarner
BWA
$14.1B
$144 ﹤0.01%
+5
New +$152
PAG icon
749
Penske Automotive Group
PAG
$14.2B
$144 ﹤0.01%
+1
New +$160
R icon
750
Ryder
R
$9.98B
$144 ﹤0.01%
+1
New +$156
28 29
30
31 32

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A
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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.