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
801
$338 ﹤0.01%
8
+6
802
$338 ﹤0.01%
2
+1
803
$338 ﹤0.01%
3
+2
804
$337 ﹤0.01%
15
+6
805
$337 ﹤0.01%
5
+3
806
$336 ﹤0.01%
7
+5
807
$336 ﹤0.01%
2
+1
808
$335 ﹤0.01%
2
+1
809
$335 ﹤0.01%
+2
810
$333 ﹤0.01%
5
+3
811
$331 ﹤0.01%
2
+1
812
$330 ﹤0.01%
2
+1
813
$330 ﹤0.01%
6
+4
814
$329 ﹤0.01%
12
+10
815
$328 ﹤0.01%
9
+5
816
$326 ﹤0.01%
3
+2
817
$323 ﹤0.01%
12
+9
818
$323 ﹤0.01%
6
+2
819
$323 ﹤0.01%
5
+3
820
$321 ﹤0.01%
7
+2
821
$321 ﹤0.01%
21
+15
822
$321 ﹤0.01%
15
+11
823
$320 ﹤0.01%
15
+6
824
$319 ﹤0.01%
4
+2
825
$318 ﹤0.01%
4
+3
31 32
33
34 35