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HIA

HFM Investment Advisors Portfolio holdings

AUM $285M
1-Year Est. Return 18.43%
This Fund
S&P 500
This Quarter Est. Return
-0.39%
1 Year Est. Return
+18.43%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$206M
AUM Growth
–
Cap. Flow
+$352M
Cap. Flow %
170.87%
Top 10 Hldgs %
96.51%
Holding
1,189
New
1,188
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
VT icon
Vanguard Total World Stock ETF
VT
+$143M
2
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$94.3M
3
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$43.6M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$29.2M
5
DFNM icon
Dimensional National Municipal Bond ETF
DFNM
+$17.5M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Industrials 0.87%
2 Healthcare 0.67%
3 Technology 0.65%
4 Energy 0.25%
5 Utilities 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MWA icon
851
Mueller Water Products
MWA
$4.07B
$102 ﹤0.01%
+4
New +$100
PTCT icon
852
PTC Therapeutics
PTCT
$6.23B
$102 ﹤0.01%
+2
New +$100
UMBF icon
853
UMB Financial
UMBF
$11.1B
$102 ﹤0.01%
+1
New +$110
BDC icon
854
Belden
BDC
$5.28B
$101 ﹤0.01%
+1
New +$111
HOG icon
855
Harley-Davidson
HOG
$2.72B
$101 ﹤0.01%
+4
New +$107
PFSI icon
856
PennyMac Financial
PFSI
$3.94B
$101 ﹤0.01%
+1
New +$103
WLK icon
857
Westlake Corp
WLK
$10.1B
$101 ﹤0.01%
+1
New +$111
KBR icon
858
KBR
KBR
$4.83B
$100 ﹤0.01%
+2
New +$107
BCC icon
859
Boise Cascade
BCC
$2.96B
$99 ﹤0.01%
+1
New +$113
DINO icon
860
HF Sinclair
DINO
$15.2B
$99 ﹤0.01%
+3
New +$105
DRS icon
861
Leonardo DRS
DRS
$12B
$99 ﹤0.01%
+3
New +$99
CNH
862
CNH Industrial
CNH
$16.9B
$99 ﹤0.01%
+8
New +$100
AZEK
863
DELISTED
The AZEK Co
AZEK
$98 ﹤0.01%
+2
New +$95
FHB icon
864
First Hawaiian
FHB
$3.32B
$98 ﹤0.01%
+4
New +$104
FLS icon
865
Flowserve
FLS
$10.1B
$98 ﹤0.01%
+2
New +$114
LNTH icon
866
Lantheus
LNTH
$6.59B
$98 ﹤0.01%
+1
New +$94
ST icon
867
Sensata Technologies
ST
$6.66B
$98 ﹤0.01%
+4
New +$111
VLTO icon
868
Veralto
VLTO
$23.7B
$98 ﹤0.01%
+1
New +$100
AEIS icon
869
Advanced Energy
AEIS
$12.6B
$96 ﹤0.01%
+1
New +$114
REYN icon
870
Reynolds Consumer Products
REYN
$5.51B
$96 ﹤0.01%
+4
New +$101
TPH
871
DELISTED
Tri Pointe Homes
TPH
$96 ﹤0.01%
+3
New +$102
ABM icon
872
ABM Industries
ABM
$2.81B
$95 ﹤0.01%
+2
New +$103
HL icon
873
Hecla Mining
HL
$11.8B
$95 ﹤0.01%
+17
New +$94
IOSP icon
874
Innospec
IOSP
$2.29B
$95 ﹤0.01%
+1
New +$106
WMG icon
875
Warner Music
WMG
$13.8B
$95 ﹤0.01%
+3
New +$97
33 34
35
36 37

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HMP
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4WM
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A
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FFL
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HFM Investment Advisors's Q1 2025 Portfolio in Review

Q1 2025 is the first quarter with a 13F filing on record for HFM Investment Advisors, which disclosed 1,189 positions worth $206M. Its ten largest holdings account for 97% of the portfolio.

Its largest position is Vanguard Total World Stock ETF: 1,196,406 shares worth $1.24M.

By sector, the portfolio is most concentrated in Industrials at 0.87% of assets, followed by Healthcare and Technology.

  • HFM Investment Advisors's largest Q1 2025 buy was Vanguard Total World Stock ETF: 1,196,406 shares worth $1.24M.
  • HFM Investment Advisors's ten largest holdings make up 97% of its $206M portfolio in Q1 2025.
  • HFM Investment Advisors disclosed 1,189 positions in Q1 2025, its first 13F filing on record.

Based on HFM Investment Advisors's 13F filing for Q1 2025, filed 16 May 2025.