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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
UGI icon
776
UGI
UGI
$7.29B
$133 ﹤0.01%
+4
New +$127
JJSF icon
777
J&J Snack Foods
JJSF
$1.68B
$132 ﹤0.01%
+1
New +$134
OZK icon
778
Bank OZK
OZK
$5.63B
$131 ﹤0.01%
+3
New +$142
AX icon
779
Axos Financial
AX
$5.63B
$130 ﹤0.01%
+2
New +$136
CMCT
780
Creative Media & Community Trust
CMCT
$13.3M
– –
0
– –
ENSG icon
781
The Ensign Group
ENSG
$10.7B
$130 ﹤0.01%
+1
New +$132
MATX icon
782
Matsons
MATX
$6.24B
$129 ﹤0.01%
+1
New +$137
PLXS icon
783
Plexus
PLXS
$7.13B
$129 ﹤0.01%
+1
New +$141
BFAM icon
784
Bright Horizons
BFAM
$3.81B
$128 ﹤0.01%
+1
New +$123
NOVT icon
785
Novanta
NOVT
$6.2B
$128 ﹤0.01%
+1
New +$144
PPBI
786
DELISTED
Pacific Premier Bancorp
PPBI
$128 ﹤0.01%
+6
New +$143
FSLR icon
787
First Solar
FSLR
$25.7B
$127 ﹤0.01%
+1
New +$156
GNRC icon
788
Generac Holdings
GNRC
$12.2B
$127 ﹤0.01%
+1
New +$143
IBOC icon
789
International Bancshares
IBOC
$4.53B
$127 ﹤0.01%
+2
New +$129
BLDR icon
790
Builders FirstSource
BLDR
$7.74B
$125 ﹤0.01%
+1
New +$145
EPC icon
791
Edgewell Personal Care
EPC
$1.29B
$125 ﹤0.01%
+4
New +$126
FFBC icon
792
First Financial Bancorp
FFBC
$3.53B
$125 ﹤0.01%
+5
New +$134
HPE icon
793
Hewlett Packard
HPE
$72.4B
$124 ﹤0.01%
+8
New +$159
PINS icon
794
Pinterest
PINS
$13.8B
$124 ﹤0.01%
+4
New +$136
H icon
795
Hyatt Hotels
H
$16B
$123 ﹤0.01%
+1
New +$144
JBTM
796
JBT Marel
JBTM
$6.35B
$123 ﹤0.01%
+1
New +$127
CADE
797
DELISTED
Cadence Bank
CADE
$122 ﹤0.01%
+4
New +$133
NWS icon
798
News Corp Class B
NWS
$17.6B
$122 ﹤0.01%
+4
New +$127
VTRS icon
799
Viatris
VTRS
$18.7B
$122 ﹤0.01%
+14
New +$147
CIEN icon
800
Ciena
CIEN
$54.9B
$121 ﹤0.01%
+2
New +$158
30 31
32
33 34

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4WM
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A
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FFL
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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.