HIA

HFM Investment Advisors Portfolio holdings

AUM $246M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$206M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,189
New
Increased
Reduced
Closed

Top Buys

1
+$89.6M
2
+$44M
3
+$29.4M
4
DFNM icon
Dimensional National Municipal Bond ETF
DFNM
+$17.3M
5
DFGX icon
Dimensional Global ex US Core Fixed Income ETF
DFGX
+$9.95M

Top Sells

No sells this quarter

Sector Composition

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
751
$144 ﹤0.01%
+2
752
$143 ﹤0.01%
+1
753
$142 ﹤0.01%
+3
754
$142 ﹤0.01%
+1
755
$142 ﹤0.01%
+2
756
$142 ﹤0.01%
+3
757
$141 ﹤0.01%
+1
758
$141 ﹤0.01%
+3
759
$141 ﹤0.01%
+2
760
$140 ﹤0.01%
+1
761
$139 ﹤0.01%
+1
762
$139 ﹤0.01%
+1
763
$139 ﹤0.01%
+4
764
$138 ﹤0.01%
+2
765
$138 ﹤0.01%
+1
766
$138 ﹤0.01%
+1
767
$137 ﹤0.01%
+1
768
$137 ﹤0.01%
+2
769
$136 ﹤0.01%
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770
$136 ﹤0.01%
+6
771
$135 ﹤0.01%
+10
772
$134 ﹤0.01%
+2
773
$133 ﹤0.01%
+1
774
$133 ﹤0.01%
+3
775
$133 ﹤0.01%
+4
29 30
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32 33