HIA

HFM Investment Advisors Portfolio holdings

AUM $246M
This Quarter Est. Return
1 Year Est. Return
–
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
801
$121 ﹤0.01%
+1
802
$120 ﹤0.01%
+1
803
$119 ﹤0.01%
+1
804
$118 ﹤0.01%
+2
805
$118 ﹤0.01%
+3
806
$118 ﹤0.01%
+3
807
$117 ﹤0.01%
+1
808
$117 ﹤0.01%
+1
809
$116 ﹤0.01%
+2
810
$116 ﹤0.01%
+2
811
$116 ﹤0.01%
+2
812
$115 ﹤0.01%
+6
813
$115 ﹤0.01%
+3
814
$114 ﹤0.01%
+2
815
$114 ﹤0.01%
+1
816
$114 ﹤0.01%
+4
817
$114 ﹤0.01%
+2
818
$113 ﹤0.01%
+3
819
$113 ﹤0.01%
+1
820
$113 ﹤0.01%
+1
821
$113 ﹤0.01%
+1
822
$112 ﹤0.01%
+2
823
$112 ﹤0.01%
+1
824
$112 ﹤0.01%
+3
825
$112 ﹤0.01%
+1
31 32
33
34 35