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
751
$410 ﹤0.01%
2
-3
752
$409 ﹤0.01%
9
-2
753
$404 ﹤0.01%
6
754
$404 ﹤0.01%
2
-1
755
$404 ﹤0.01%
1
-1
756
$401 ﹤0.01%
3
-2
757
$401 ﹤0.01%
12
-1
758
$400 ﹤0.01%
4
-4
759
$400 ﹤0.01%
5
760
$399 ﹤0.01%
3
-2
761
$398 ﹤0.01%
8
762
$397 ﹤0.01%
3
+1
763
$397 ﹤0.01%
13
+7
764
$396 ﹤0.01%
14
765
$396 ﹤0.01%
16
-8
766
$396 ﹤0.01%
3
767
$393 ﹤0.01%
8
768
$392 ﹤0.01%
5
769
$390 ﹤0.01%
1
-1
770
$388 ﹤0.01%
16
+10
771
$388 ﹤0.01%
8
-2
772
$388 ﹤0.01%
1
773
$387 ﹤0.01%
7
-1
774
$386 ﹤0.01%
3
775
$385 ﹤0.01%
6
29 30
31
32 33