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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
TKR icon
751
Timken Company
TKR
$8.77B
$144 ﹤0.01%
+2
New +$154
OC icon
752
Owens Corning
OC
$12.2B
$143 ﹤0.01%
+1
New +$165
DT icon
753
Dynatrace
DT
$14.6B
$142 ﹤0.01%
+3
New +$164
NTRA icon
754
Natera
NTRA
$45.9B
$142 ﹤0.01%
+1
New +$161
ORA icon
755
Ormat Technologies
ORA
$6.87B
$142 ﹤0.01%
+2
New +$135
SON icon
756
Sonoco
SON
$5.72B
$142 ﹤0.01%
+3
New +$142
AWI icon
757
Armstrong World Industries
AWI
$7.75B
$141 ﹤0.01%
+1
New +$147
SNV
758
DELISTED
Synovus
SNV
$141 ﹤0.01%
+3
New +$155
TPR icon
759
Tapestry
TPR
$33.3B
$141 ﹤0.01%
+2
New +$151
OLED icon
760
Universal Display
OLED
$4.16B
$140 ﹤0.01%
+1
New +$149
ICUI icon
761
ICU Medical
ICUI
$4.56B
$139 ﹤0.01%
+1
New +$155
TFX icon
762
Teleflex
TFX
$5.89B
$139 ﹤0.01%
+1
New +$162
UBSI icon
763
United Bankshares
UBSI
$6.55B
$139 ﹤0.01%
+4
New +$147
GOLF icon
764
Acushnet Holdings
GOLF
$5.34B
$138 ﹤0.01%
+2
New +$136
PJT icon
765
PJT Partners
PJT
$4.33B
$138 ﹤0.01%
+1
New +$157
PLMR icon
766
Palomar
PLMR
$3.46B
$138 ﹤0.01%
+1
New +$118
BIIB icon
767
Biogen
BIIB
$30.6B
$137 ﹤0.01%
+1
New +$143
MMS icon
768
Maximus
MMS
$2.9B
$137 ﹤0.01%
+2
New +$142
AFRM icon
769
Affirm
AFRM
$25.3B
$136 ﹤0.01%
+3
New +$178
ESI icon
770
Element Solutions
ESI
$9.08B
$136 ﹤0.01%
+6
New +$153
FNB icon
771
FNB Corp
FNB
$6.75B
$135 ﹤0.01%
+10
New +$147
KMPR icon
772
Kemper
KMPR
$1.55B
$134 ﹤0.01%
+2
New +$133
ALKS icon
773
Alkermes
ALKS
$8.29B
$133 ﹤0.01%
+4
New +$130
CHH icon
774
Choice Hotels
CHH
$4.62B
$133 ﹤0.01%
+1
New +$143
GBCI icon
775
Glacier Bancorp
GBCI
$6.35B
$133 ﹤0.01%
+3
New +$145
29 30
31
32 33

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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.