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
826
$335 ﹤0.01%
9
827
$333 ﹤0.01%
10
-3
828
$331 ﹤0.01%
2
829
$331 ﹤0.01%
7
830
$331 ﹤0.01%
12
-1
831
$330 ﹤0.01%
11
+2
832
$329 ﹤0.01%
15
833
$329 ﹤0.01%
7
834
$326 ﹤0.01%
5
835
$324 ﹤0.01%
8
+1
836
$324 ﹤0.01%
4
-1
837
$324 ﹤0.01%
5
838
$323 ﹤0.01%
2
-1
839
$323 ﹤0.01%
9
840
$322 ﹤0.01%
2
841
$321 ﹤0.01%
6
-2
842
$320 ﹤0.01%
2
-1
843
$319 ﹤0.01%
2
844
$317 ﹤0.01%
6
+2
845
$316 ﹤0.01%
24
+10
846
$316 ﹤0.01%
5
+4
847
$315 ﹤0.01%
28
848
$314 ﹤0.01%
5
849
$312 ﹤0.01%
4
850
$312 ﹤0.01%
2
-1
32 33
34
35 36