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
726
$412 ﹤0.01%
8
+5
727
$409 ﹤0.01%
+6
728
$409 ﹤0.01%
19
+13
729
$407 ﹤0.01%
1
730
$406 ﹤0.01%
4
+3
731
$406 ﹤0.01%
20
+17
732
$406 ﹤0.01%
17
-257
733
$406 ﹤0.01%
5
+3
734
$403 ﹤0.01%
+3
735
$403 ﹤0.01%
9
+6
736
$402 ﹤0.01%
+2
737
$400 ﹤0.01%
19
+10
738
$399 ﹤0.01%
9
+3
739
$399 ﹤0.01%
4
+3
740
$398 ﹤0.01%
14
+8
741
$397 ﹤0.01%
3
+2
742
$397 ﹤0.01%
4
+2
743
$396 ﹤0.01%
8
+3
744
$396 ﹤0.01%
4
+1
745
$395 ﹤0.01%
3
+2
746
$394 ﹤0.01%
+3
747
$394 ﹤0.01%
13
+5
748
$394 ﹤0.01%
4
+1
749
$392 ﹤0.01%
2
+1
750
$391 ﹤0.01%
16
+8
28 29
30
31 32