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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
+5.64%
1 Year Est. Return
+18.43%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$246M
AUM Growth
+$19M
Cap. Flow
+$6.15M
Cap. Flow %
2.5%
Top 10 Hldgs %
95.59%
Holding
1,323
New
36
Increased
294
Reduced
381
Closed
56

Top Buys

Rank Stock Value
1
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$3.83M
2
DFGX icon
Dimensional International Core Fixed Income ETF
DFGX
+$1.01M
3
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$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

Rank Stock Value
1
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$245K
2
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$213K
3
JSCP icon
JPMorgan Short Duration Core Plus ETF
JSCP
+$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

Rank Sector Weight
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
DPZ icon
726
Domino's
DPZ
$11.8B
$432 ﹤0.01%
1
– –
AXTA icon
727
Axalta
AXTA
$7.98B
$429 ﹤0.01%
15
+2
+15% +$60
NET icon
728
Cloudflare
NET
$109B
$429 ﹤0.01%
2
– –
ESI icon
729
Element Solutions
ESI
$9.18B
$428 ﹤0.01%
17
– –
FBIN icon
730
Fortune Brands Innovations
FBIN
$5.97B
$427 ﹤0.01%
8
-1
-11% -$56
MOD icon
731
Modine Manufacturing
MOD
$10.5B
$426 ﹤0.01%
3
– –
KNSL icon
732
Kinsale Capital Group
KNSL
$8.54B
$425 ﹤0.01%
1
-1
-50% -$453
EXE
733
Expand Energy Corp
EXE
$22.7B
$425 ﹤0.01%
4
-3
-43% -$301
ALSN icon
734
Allison Transmission
ALSN
$10.3B
$424 ﹤0.01%
5
-1
-17% -$89
MCY icon
735
Mercury Insurance
MCY
$5.86B
$424 ﹤0.01%
5
– –
AGO icon
736
Assured Guaranty
AGO
$3.31B
$423 ﹤0.01%
5
– –
AX icon
737
Axos Financial
AX
$5.68B
$423 ﹤0.01%
5
+1
+25% +$87
DBX icon
738
Dropbox
DBX
$7.41B
$423 ﹤0.01%
14
+1
+8% +$29
ESE icon
739
ESCO Technologies
ESE
$7.65B
$422 ﹤0.01%
2
– –
P
740
Everpure Inc
P
$36.4B
$419 ﹤0.01%
5
– –
PVH icon
741
PVH
PVH
$3.91B
$419 ﹤0.01%
5
+2
+67% +$157
AVT icon
742
Avnet
AVT
$7.87B
$418 ﹤0.01%
8
– –
MYRG icon
743
MYR Group
MYRG
$5.13B
$416 ﹤0.01%
+2
New +$373
PAYC icon
744
Paycom
PAYC
$9.56B
$416 ﹤0.01%
2
-1
-33% -$225
WMS icon
745
Advanced Drainage Systems
WMS
$10.8B
$416 ﹤0.01%
3
+1
+50% +$131
PLNT icon
746
Planet Fitness
PLNT
$3.62B
$415 ﹤0.01%
4
-1
-20% -$106
IBKR icon
747
Interactive Brokers
IBKR
$40.7B
$413 ﹤0.01%
6
+2
+50% +$126
SN icon
748
SharkNinja
SN
$26.4B
$413 ﹤0.01%
4
– –
COO icon
749
Cooper Companies
COO
$15B
$411 ﹤0.01%
6
-3
-33% -$212
CPB icon
750
Campbell Soup
CPB
$6.78B
$411 ﹤0.01%
13
-1
-7% -$32
28 29
30
31 32

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4WM
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HFM Investment Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, HFM Investment Advisors held 1,323 positions worth $246M, up 8.4% from $227M the previous quarter. Its ten largest holdings account for 96% of the portfolio.

HFM Investment Advisors's Q3 2025 filing shows 36 new, 294 increased, 381 reduced and 56 closed positions. Its largest new stake was MSC Income Fund Inc: 206 shares worth $2.71K. The largest sale was Dimensional US Core Equity 2 ETF, an estimated $245K.

By sector, the portfolio is most concentrated in Industrials at 1% of assets, up from 1% a quarter earlier, followed by Technology and Healthcare.

  • HFM Investment Advisors's largest Q3 2025 buy was MSC Income Fund Inc: 206 shares worth $2.71K.
  • HFM Investment Advisors added most to Dimensional Core Fixed Income ETF in Q3 2025, an estimated $3.83M increase.
  • HFM Investment Advisors's biggest Q3 2025 reduction was Dimensional US Core Equity 2 ETF, cutting an estimated $245K.
  • HFM Investment Advisors fully exited Hess in Q3 2025, selling an estimated $2.08K.
  • HFM Investment Advisors's ten largest holdings make up 96% of its $246M portfolio in Q3 2025.
  • HFM Investment Advisors opened 36 new positions and closed 56 in Q3 2025.
  • HFM Investment Advisors's portfolio value rose 8.4% quarter-over-quarter to $246M.

Based on HFM Investment Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.