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
776
$384 ﹤0.01%
29
+15
777
$384 ﹤0.01%
4
+2
778
$382 ﹤0.01%
+2
779
$380 ﹤0.01%
3
780
$380 ﹤0.01%
11
781
$378 ﹤0.01%
2
782
$376 ﹤0.01%
3
783
$376 ﹤0.01%
3
784
$376 ﹤0.01%
5
+1
785
$375 ﹤0.01%
4
786
$374 ﹤0.01%
3
787
$371 ﹤0.01%
3
+2
788
$370 ﹤0.01%
3
-3
789
$370 ﹤0.01%
7
790
$366 ﹤0.01%
30
+20
791
$366 ﹤0.01%
12
-2
792
$365 ﹤0.01%
4
793
$364 ﹤0.01%
7
-4
794
$364 ﹤0.01%
3
795
$364 ﹤0.01%
3
796
$361 ﹤0.01%
3
797
$359 ﹤0.01%
8
-2
798
$358 ﹤0.01%
15
799
$357 ﹤0.01%
2
800
$356 ﹤0.01%
3
-1
30 31
32
33 34