We are live on ! Find out more
HIA

HFM Investment Advisors Portfolio holdings

AUM $285M
1-Year Est. Return 18.43%
This Fund
S&P 500
This Quarter Est. Return
+5.64%
1 Year Est. Return
+18.43%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$246M
AUM Growth
+$19M
Cap. Flow
+$6.15M
Cap. Flow %
2.5%
Top 10 Hldgs %
95.59%
Holding
1,323
New
36
Increased
294
Reduced
381
Closed
56

Top Buys

Rank Stock Value
1
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$3.83M
2
DFGX icon
Dimensional International Core Fixed Income ETF
DFGX
+$1.01M
3
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$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

Rank Stock Value
1
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$245K
2
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$213K
3
JSCP icon
JPMorgan Short Duration Core Plus ETF
JSCP
+$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

Rank Sector Weight
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
UBSI icon
826
United Bankshares
UBSI
$6.62B
$335 ﹤0.01%
9
– –
UGI icon
827
UGI
UGI
$7.49B
$333 ﹤0.01%
10
-3
-23% -$105
BOOT icon
828
Boot Barn
BOOT
$5.08B
$331 ﹤0.01%
2
– –
KBR icon
829
KBR
KBR
$4.78B
$331 ﹤0.01%
7
– –
LTH icon
830
Life Time Group Holdings
LTH
$9.81B
$331 ﹤0.01%
12
-1
-8% -$29
ALKS icon
831
Alkermes
ALKS
$8.29B
$330 ﹤0.01%
11
+2
+22% +$56
ONB icon
832
Old National Bancorp
ONB
$10.3B
$329 ﹤0.01%
15
– –
ZWS icon
833
Zurn Elkay Water Solutions
ZWS
$8.58B
$329 ﹤0.01%
7
– –
RLI icon
834
RLI Corp
RLI
$5.89B
$326 ﹤0.01%
5
– –
CHWY icon
835
Chewy
CHWY
$9.18B
$324 ﹤0.01%
8
+1
+14% +$39
SIGI icon
836
Selective Insurance
SIGI
$5.62B
$324 ﹤0.01%
4
-1
-20% -$81
VCTR icon
837
Victory Capital Holdings
VCTR
$7.01B
$324 ﹤0.01%
5
– –
FCN icon
838
FTI Consulting
FCN
$4.25B
$323 ﹤0.01%
2
-1
-33% -$166
VVV icon
839
Valvoline
VVV
$4.25B
$323 ﹤0.01%
9
– –
NTRA icon
840
Natera
NTRA
$45.6B
$322 ﹤0.01%
2
– –
RUSHA icon
841
Rush Enterprises Class A
RUSHA
$9.47B
$321 ﹤0.01%
6
-2
-25% -$111
ARES icon
842
Ares Management
ARES
$32.4B
$320 ﹤0.01%
2
-1
-33% -$180
PCTY icon
843
Paylocity
PCTY
$7.7B
$319 ﹤0.01%
2
– –
LAZ icon
844
Lazard
LAZ
$4.29B
$317 ﹤0.01%
6
+2
+50% +$108
AES icon
845
AES
AES
$10.5B
$316 ﹤0.01%
24
+10
+71% +$130
BC icon
846
Brunswick
BC
$5.28B
$316 ﹤0.01%
5
+4
+400% +$248
AAL icon
847
American Airlines Group
AAL
$10.2B
$315 ﹤0.01%
28
– –
HXL icon
848
Hexcel
HXL
$7.6B
$314 ﹤0.01%
5
– –
BRC icon
849
Brady Corp
BRC
$4.52B
$312 ﹤0.01%
4
– –
DORM icon
850
Dorman Products
DORM
$3.98B
$312 ﹤0.01%
2
-1
-33% -$143
32 33
34
35 36

Similar funds

VPF
Vantage Point Financial Lisle, Illinois $285M AUM 21.31% 1-Year Est. Return
ONPI
Owls Nest Partners IA Chadds Ford, Pennsylvania $286M AUM 16.4% 1-Year Est. Return
HMP
HS Management Partners New York $286M AUM 2.97% 1-Year Est. Return
4WM
44 Wealth Management Eugene, Oregon $286M AUM 18.78% 1-Year Est. Return
A
Argentarii Cincinnati, Ohio $286M AUM 32.04% 1-Year Est. Return
FFL
Future Fund LLC Chicago, Illinois $284M AUM 28.58% 1-Year Est. Return
CCM
Chaney Capital Management Lynnwood, Washington $284M AUM 15.54% 1-Year Est. Return
BO
Bank OZK Little Rock, Arkansas $283M AUM 24.45% 1-Year Est. Return

HFM Investment Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, HFM Investment Advisors held 1,323 positions worth $246M, up 8.4% from $227M the previous quarter. Its ten largest holdings account for 96% of the portfolio.

HFM Investment Advisors's Q3 2025 filing shows 36 new, 294 increased, 381 reduced and 56 closed positions. Its largest new stake was MSC Income Fund Inc: 206 shares worth $2.71K. The largest sale was Dimensional US Core Equity 2 ETF, an estimated $245K.

By sector, the portfolio is most concentrated in Industrials at 1% of assets, up from 1% a quarter earlier, followed by Technology and Healthcare.

  • HFM Investment Advisors's largest Q3 2025 buy was MSC Income Fund Inc: 206 shares worth $2.71K.
  • HFM Investment Advisors added most to Dimensional Core Fixed Income ETF in Q3 2025, an estimated $3.83M increase.
  • HFM Investment Advisors's biggest Q3 2025 reduction was Dimensional US Core Equity 2 ETF, cutting an estimated $245K.
  • HFM Investment Advisors fully exited Hess in Q3 2025, selling an estimated $2.08K.
  • HFM Investment Advisors's ten largest holdings make up 96% of its $246M portfolio in Q3 2025.
  • HFM Investment Advisors opened 36 new positions and closed 56 in Q3 2025.
  • HFM Investment Advisors's portfolio value rose 8.4% quarter-over-quarter to $246M.

Based on HFM Investment Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.