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
726
$432 ﹤0.01%
1
727
$429 ﹤0.01%
15
+2
728
$429 ﹤0.01%
2
729
$428 ﹤0.01%
17
730
$427 ﹤0.01%
8
-1
731
$426 ﹤0.01%
3
732
$425 ﹤0.01%
1
-1
733
$425 ﹤0.01%
4
-3
734
$424 ﹤0.01%
5
-1
735
$424 ﹤0.01%
5
736
$423 ﹤0.01%
5
737
$423 ﹤0.01%
5
+1
738
$423 ﹤0.01%
14
+1
739
$422 ﹤0.01%
2
740
$419 ﹤0.01%
5
741
$419 ﹤0.01%
5
+2
742
$418 ﹤0.01%
8
743
$416 ﹤0.01%
+2
744
$416 ﹤0.01%
3
+1
745
$416 ﹤0.01%
2
-1
746
$415 ﹤0.01%
4
-1
747
$413 ﹤0.01%
6
+2
748
$413 ﹤0.01%
4
749
$411 ﹤0.01%
6
-3
750
$411 ﹤0.01%
13
-1
28 29
30
31 32