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
776
$363 ﹤0.01%
+3
777
$362 ﹤0.01%
+2
778
$361 ﹤0.01%
+2
779
$361 ﹤0.01%
5
+3
780
$360 ﹤0.01%
8
+3
781
$360 ﹤0.01%
+5
782
$359 ﹤0.01%
8
+5
783
$357 ﹤0.01%
11
+6
784
$354 ﹤0.01%
+2
785
$352 ﹤0.01%
8
+2
786
$351 ﹤0.01%
15
+10
787
$350 ﹤0.01%
24
+14
788
$349 ﹤0.01%
+2
789
$349 ﹤0.01%
4
+3
790
$348 ﹤0.01%
6
+4
791
$347 ﹤0.01%
3
+2
792
$346 ﹤0.01%
5
+2
793
$346 ﹤0.01%
3
+2
794
$346 ﹤0.01%
3
+2
795
$346 ﹤0.01%
2
+1
796
$344 ﹤0.01%
6
+3
797
$341 ﹤0.01%
9
+2
798
$341 ﹤0.01%
7
+2
799
$341 ﹤0.01%
3
+1
800
$341 ﹤0.01%
9
+6
30 31
32
33 34