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
801
$356 ﹤0.01%
2
-2
802
$355 ﹤0.01%
2
803
$353 ﹤0.01%
10
804
$352 ﹤0.01%
8
-2
805
$351 ﹤0.01%
3
806
$351 ﹤0.01%
4
-3
807
$347 ﹤0.01%
32
-2
808
$346 ﹤0.01%
2
809
$346 ﹤0.01%
27
+9
810
$345 ﹤0.01%
8
+4
811
$344 ﹤0.01%
5
812
$344 ﹤0.01%
2
813
$344 ﹤0.01%
5
814
$341 ﹤0.01%
7
815
$340 ﹤0.01%
2
816
$340 ﹤0.01%
12
+6
817
$339 ﹤0.01%
3
818
$338 ﹤0.01%
4
819
$337 ﹤0.01%
8
+2
820
$337 ﹤0.01%
20
-2
821
$337 ﹤0.01%
7
-1
822
$336 ﹤0.01%
5
+1
823
$336 ﹤0.01%
8
824
$335 ﹤0.01%
5
+2
825
$335 ﹤0.01%
8
31 32
33
34 35