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
826
$318 ﹤0.01%
5
+3
827
$318 ﹤0.01%
2
+1
828
$316 ﹤0.01%
23
+21
829
$315 ﹤0.01%
3
+2
830
$314 ﹤0.01%
1
831
$314 ﹤0.01%
1
832
$314 ﹤0.01%
28
+25
833
$314 ﹤0.01%
3
+2
834
$314 ﹤0.01%
2
+1
835
$313 ﹤0.01%
3
+1
836
$310 ﹤0.01%
7
+5
837
$309 ﹤0.01%
8
+4
838
$309 ﹤0.01%
10
+7
839
$309 ﹤0.01%
3
+1
840
$308 ﹤0.01%
6
+4
841
$308 ﹤0.01%
2
+1
842
$308 ﹤0.01%
3
+1
843
$306 ﹤0.01%
15
844
$304 ﹤0.01%
4
+2
845
$304 ﹤0.01%
+2
846
$304 ﹤0.01%
13
+5
847
$304 ﹤0.01%
3
+2
848
$304 ﹤0.01%
34
+22
849
$304 ﹤0.01%
+3
850
$303 ﹤0.01%
3
+2
32 33
34
35 36