HIA

HFM Investment Advisors Portfolio holdings

AUM $246M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$206M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,189
New
Increased
Reduced
Closed

Top Buys

1
+$89.6M
2
+$44M
3
+$29.4M
4
DFNM icon
Dimensional National Municipal Bond ETF
DFNM
+$17.3M
5
DFGX icon
Dimensional Global ex US Core Fixed Income ETF
DFGX
+$9.95M

Top Sells

No sells this quarter

Sector Composition

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
851
$102 ﹤0.01%
+4
852
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+2
853
$102 ﹤0.01%
+1
854
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+1
855
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+4
856
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+1
857
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+1
858
$100 ﹤0.01%
+2
859
$99 ﹤0.01%
+1
860
$99 ﹤0.01%
+3
861
$99 ﹤0.01%
+3
862
$99 ﹤0.01%
+8
863
$98 ﹤0.01%
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864
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865
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866
$98 ﹤0.01%
+1
867
$98 ﹤0.01%
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868
$98 ﹤0.01%
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869
$96 ﹤0.01%
+1
870
$96 ﹤0.01%
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871
$96 ﹤0.01%
+3
872
$95 ﹤0.01%
+2
873
$95 ﹤0.01%
+17
874
$95 ﹤0.01%
+1
875
$95 ﹤0.01%
+3
33 34
35
36 37