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
751
$389 ﹤0.01%
9
+6
752
$389 ﹤0.01%
5
+3
753
$388 ﹤0.01%
9
+7
754
$386 ﹤0.01%
13
+7
755
$385 ﹤0.01%
17
+11
756
$384 ﹤0.01%
12
+8
757
$384 ﹤0.01%
2
+1
758
$383 ﹤0.01%
2
+1
759
$379 ﹤0.01%
+2
760
$377 ﹤0.01%
11
+7
761
$376 ﹤0.01%
2
+1
762
$375 ﹤0.01%
5
+3
763
$373 ﹤0.01%
5
+4
764
$372 ﹤0.01%
13
+10
765
$371 ﹤0.01%
3
+2
766
$369 ﹤0.01%
3
+2
767
$369 ﹤0.01%
4
+3
768
$368 ﹤0.01%
3
+2
769
$368 ﹤0.01%
3
+2
770
$368 ﹤0.01%
6
+2
771
$366 ﹤0.01%
6
+4
772
$365 ﹤0.01%
4
+3
773
$364 ﹤0.01%
5
+3
774
$364 ﹤0.01%
7
+4
775
$363 ﹤0.01%
3
+2
29 30
31
32 33