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HIA

HFM Investment Advisors Portfolio holdings

AUM $260M
1-Year Est. Return 15.51%
This Fund
S&P 500
This Quarter Est. Return
-0.16%
1 Year Est. Return
+15.51%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$260M
AUM Growth
+$4.23M
Cap. Flow
+$5.15M
Cap. Flow %
1.98%
Top 10 Hldgs %
94.93%
Holding
1,320
New
40
Increased
313
Reduced
345
Closed
114

Top Buys

Rank Stock Value
1
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$3.02M
2
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$1.53M
3
DFGX icon
Dimensional International Core Fixed Income ETF
DFGX
+$1.06M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$658K
5
DFGP icon
Dimensional Global Core Plus Fixed Income ETF
DFGP
+$543K

Top Sells

Rank Stock Value
1
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$933K
2
DFNM icon
Dimensional National Municipal Bond ETF
DFNM
+$414K
3
AOA icon
iShares Core 80/20 Aggressive Allocation ETF
AOA
+$277K
4
META icon
Meta Platforms (Facebook)
META
+$78.8K
5
MSFT icon
Microsoft
MSFT
+$67K

Sector Composition

Rank Sector Weight
1 Industrials 1.09%
2 Technology 0.89%
3 Healthcare 0.81%
4 Energy 0.33%
5 Consumer Discretionary 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VIAV icon
826
Viavi Solutions
VIAV
$9.75B
$333 ﹤0.01%
10
– –
AXTA icon
827
Axalta
AXTA
$7.01B
$332 ﹤0.01%
12
-1
-8% -$32
ALNY icon
828
Alnylam Pharmaceuticals
ALNY
$36.3B
$331 ﹤0.01%
1
-9
-90% -$3.06K
GPI icon
829
Group 1 Automotive
GPI
$3.94B
$331 ﹤0.01%
1
-1
-50% -$349
MKTX icon
830
MarketAxess Holdings
MKTX
$4.15B
$330 ﹤0.01%
2
– –
MWA icon
831
Mueller Water Products
MWA
$3.92B
$330 ﹤0.01%
12
-3
-20% -$83
COLM icon
832
Columbia Sportswear
COLM
$3.19B
$329 ﹤0.01%
6
+4
+200% +$230
MSA icon
833
Mine Safety
MSA
$6.74B
$328 ﹤0.01%
2
– –
VCTR icon
834
Victory Capital Holdings
VCTR
$6.08B
$327 ﹤0.01%
5
– –
WSFS icon
835
WSFS Financial
WSFS
$4.1B
$327 ﹤0.01%
5
– –
AGO icon
836
Assured Guaranty
AGO
$3.78B
$326 ﹤0.01%
4
-1
-20% -$85
BR icon
837
Broadridge
BR
$17.2B
$325 ﹤0.01%
2
-3
-60% -$570
BRC icon
838
Brady Corp
BRC
$4.45B
$325 ﹤0.01%
4
– –
SNEX icon
839
StoneX
SNEX
$8.83B
$323 ﹤0.01%
6
-1
-14% -$51
AFRM icon
840
Affirm
AFRM
$23.5B
$321 ﹤0.01%
7
-3
-30% -$173
MSGS icon
841
Madison Square Garden
MSGS
$9.54B
$321 ﹤0.01%
1
– –
THO icon
842
Thor Industries
THO
$3.99B
$320 ﹤0.01%
4
-1
-20% -$102
SDRL icon
843
Seadrill
SDRL
$2.81B
$319 ﹤0.01%
7
+1
+17% +$41
ACA icon
844
Arcosa
ACA
$7.12B
$318 ﹤0.01%
3
– –
CALM icon
845
Cal-Maine
CALM
$4.28B
$317 ﹤0.01%
4
-1
-20% -$82
BKU icon
846
Bankunited
BKU
$3.38B
$316 ﹤0.01%
7
– –
ZWS icon
847
Zurn Elkay Water Solutions
ZWS
$8.07B
$314 ﹤0.01%
7
– –
DORM icon
848
Dorman Products
DORM
$4.01B
$313 ﹤0.01%
3
+1
+50% +$119
EBC icon
849
Eastern Bankshares
EBC
$5.25B
$313 ﹤0.01%
16
+4
+33% +$80
GBCI icon
850
Glacier Bancorp
GBCI
$6.55B
$313 ﹤0.01%
7
– –
32 33
34
35 36

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HFM Investment Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, HFM Investment Advisors held 1,320 positions worth $260M, up 1.7% from $256M the previous quarter. Its ten largest holdings account for 95% of the portfolio.

HFM Investment Advisors's Q1 2026 filing shows 40 new, 313 increased, 345 reduced and 114 closed positions. Its largest new stake was Sonida Senior Living: 1,991 shares worth $64.2K. The largest sale was Dimensional World ex US Core Equity 2 ETF, an estimated $933K.

By sector, the portfolio is most concentrated in Industrials at 1.1% of assets, up from 1.1% a quarter earlier, followed by Technology and Healthcare.

  • HFM Investment Advisors's largest Q1 2026 buy was Sonida Senior Living: 1,991 shares worth $64.2K.
  • HFM Investment Advisors added most to Dimensional Core Fixed Income ETF in Q1 2026, an estimated $3.02M increase.
  • HFM Investment Advisors's biggest Q1 2026 reduction was Dimensional World ex US Core Equity 2 ETF, cutting an estimated $933K.
  • HFM Investment Advisors fully exited DoorDash in Q1 2026, selling an estimated $6.57K.
  • HFM Investment Advisors's ten largest holdings make up 95% of its $260M portfolio in Q1 2026.
  • HFM Investment Advisors opened 40 new positions and closed 114 in Q1 2026.
  • HFM Investment Advisors's portfolio value rose 1.7% quarter-over-quarter to $260M.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.