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
$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
776
$133 ﹤0.01%
+4
777
$132 ﹤0.01%
+1
778
$131 ﹤0.01%
+3
779
$130 ﹤0.01%
+1
780
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+21
781
$130 ﹤0.01%
+2
782
$129 ﹤0.01%
+1
783
$129 ﹤0.01%
+1
784
$128 ﹤0.01%
+6
785
$128 ﹤0.01%
+1
786
$128 ﹤0.01%
+1
787
$127 ﹤0.01%
+1
788
$127 ﹤0.01%
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789
$127 ﹤0.01%
+2
790
$125 ﹤0.01%
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791
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792
$125 ﹤0.01%
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793
$124 ﹤0.01%
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794
$124 ﹤0.01%
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795
$123 ﹤0.01%
+1
796
$123 ﹤0.01%
+1
797
$122 ﹤0.01%
+4
798
$122 ﹤0.01%
+4
799
$122 ﹤0.01%
+14
800
$121 ﹤0.01%
+2
30 31
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