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
851
$302 ﹤0.01%
7
+4
852
$299 ﹤0.01%
3
+2
853
$298 ﹤0.01%
7
+5
854
$296 ﹤0.01%
3
+2
855
$295 ﹤0.01%
2
+1
856
$295 ﹤0.01%
8
+6
857
$291 ﹤0.01%
16
+13
858
$291 ﹤0.01%
7
+4
859
$290 ﹤0.01%
4
+2
860
$289 ﹤0.01%
5
-1
861
$289 ﹤0.01%
4
+1
862
$288 ﹤0.01%
8
+5
863
$288 ﹤0.01%
5
+4
864
$288 ﹤0.01%
9
+6
865
$286 ﹤0.01%
+2
866
$285 ﹤0.01%
8
+6
867
$284 ﹤0.01%
2
+1
868
$282 ﹤0.01%
5
+3
869
$281 ﹤0.01%
4
+2
870
$280 ﹤0.01%
3
+2
871
$279 ﹤0.01%
2
+1
872
$278 ﹤0.01%
2
+1
873
$278 ﹤0.01%
1
874
$277 ﹤0.01%
5
+4
875
$276 ﹤0.01%
2
+1
33 34
35
36 37