We are live on
!
Find out more
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
% of AUM
170.87%
Top 10 Holdings %
Top 10 Hldgs %
96.51%
Holding
1,189
New
1,188
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Total World Stock ETF
VT
|
+$143M |
| 2 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$94.3M |
| 3 |
Dimensional World ex US Core Equity 2 ETF
DFAX
|
+$43.6M |
| 4 |
Dimensional Core Fixed Income ETF
DFCF
|
+$29.2M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
801
Dorman Products
DORM
$3.95B
| $121 | ﹤0.01% |
+1
| New | +$128 |
|
802
Airbnb
ABNB
$111B
| $120 | ﹤0.01% |
+1
| New | +$134 |
|
803
Integer Holdings
ITGR
$4.25B
| $119 | ﹤0.01% |
+1
| New | +$131 |
|
804
Artisan Partners
APAM
$3B
| $118 | ﹤0.01% |
+3
| New | +$127 |
|
805
LivaNova
LIVN
$4.21B
| $118 | ﹤0.01% |
+3
| New | +$135 |
|
806
Bio-Techne
TECH
$11.2B
| $118 | ﹤0.01% |
+2
| New | +$136 |
|
807
Idacorp
IDA
$8.08B
| $117 | ﹤0.01% |
+1
| New | +$112 |
|
808
Ollie's Bargain Outlet
OLLI
$4.8B
| $117 | ﹤0.01% |
+1
| New | +$106 |
|
809
Ameris Bancorp
ABCB
$5.88B
| $116 | ﹤0.01% |
+2
| New | +$125 |
|
810
ManpowerGroup
MAN
$2.63B
| $116 | ﹤0.01% |
+2
| New | +$116 |
|
811
Victory Capital Holdings
VCTR
$6.85B
| $116 | ﹤0.01% |
+2
| New | +$127 |
|
812
Flowers Foods
FLO
$1.51B
| $115 | ﹤0.01% |
+6
| New | +$115 |
|
813
Virtu Financial
VIRT
$4.92B
| $115 | ﹤0.01% |
+3
| New | +$112 |
|
814
Celanese
CE
$4.88B
| $114 | ﹤0.01% |
+2
| New | +$125 |
|
815
Interparfums
IPAR
$3.83B
| $114 | ﹤0.01% |
+1
| New | +$133 |
|
816
Murphy Oil
MUR
$5.09B
| $114 | ﹤0.01% |
+4
| New | +$113 |
|
|
SKX
817
DELISTED
Skechers
SKX
| $114 | ﹤0.01% |
+2
| New | +$130 |
|
818
Hilton Grand Vacations
HGV
$3.31B
| $113 | ﹤0.01% |
+3
| New | +$120 |
|
819
Cloudflare
NET
$111B
| $113 | ﹤0.01% |
+1
| New | +$133 |
|
820
Saic
SAIC
$5.3B
| $113 | ﹤0.01% |
+1
| New | +$108 |
|
821
Silicon Laboratories
SLAB
$7.2B
| $113 | ﹤0.01% |
+1
| New | +$135 |
|
822
Avient
AVNT
$4.19B
| $112 | ﹤0.01% |
+3
| New | +$124 |
|
823
Casella Waste Systems
CWST
$5.73B
| $112 | ﹤0.01% |
+1
| New | +$109 |
|
824
Mercury Insurance
MCY
$5.92B
| $112 | ﹤0.01% |
+2
| New | +$108 |
|
825
McGrath RentCorp
MGRC
$2.94B
| $112 | ﹤0.01% |
+1
| New | +$118 |
|
Similar funds
VPF
ONPI
HMP
4WM
A
FFL
MAG
CCM
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.