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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
+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
PATK icon
851
Patrick Industries
PATK
$2.84B
$310 ﹤0.01%
3
-1
-25% -$105
DAR icon
852
Darling Ingredients
DAR
$9.87B
$309 ﹤0.01%
10
+1
+11% +$33
TEX icon
853
Terex
TEX
$7.75B
$308 ﹤0.01%
6
+2
+50% +$102
AAP icon
854
Advance Auto Parts
AAP
$3.25B
$307 ﹤0.01%
5
+4
+400% +$236
HOG icon
855
Harley-Davidson
HOG
$2.82B
$307 ﹤0.01%
11
+2
+22% +$54
KNF icon
856
Knife River
KNF
$3.86B
$307 ﹤0.01%
4
+1
+33% +$82
PTCT icon
857
PTC Therapeutics
PTCT
$6.11B
$307 ﹤0.01%
5
– –
HRB icon
858
H&R Block
HRB
$5.84B
$303 ﹤0.01%
6
-3
-33% -$159
CWK icon
859
Cushman & Wakefield Ltd
CWK
$3.21B
$302 ﹤0.01%
19
– –
EPAM icon
860
EPAM Systems
EPAM
$5.15B
$302 ﹤0.01%
2
– –
SKYW icon
861
Skywest
SKYW
$4.22B
$302 ﹤0.01%
3
– –
ASO icon
862
Academy Sports + Outdoors
ASO
$3.09B
$300 ﹤0.01%
6
+2
+50% +$102
BCPC
863
Balchem Corp
BCPC
$5.71B
$300 ﹤0.01%
2
– –
DKNG icon
864
DraftKings
DKNG
$12.5B
$299 ﹤0.01%
8
+4
+100% +$177
MTN icon
865
Vail Resorts
MTN
$5.3B
$299 ﹤0.01%
2
– –
SAIC icon
866
Saic
SAIC
$5.3B
$298 ﹤0.01%
3
– –
CZR icon
867
Caesars Entertainment
CZR
$6.06B
$297 ﹤0.01%
11
+4
+57% +$108
FND icon
868
Floor & Decor
FND
$6.49B
$295 ﹤0.01%
4
+3
+300% +$246
GRBK icon
869
Green Brick Partners
GRBK
$3.08B
$295 ﹤0.01%
4
– –
ABCB icon
870
Ameris Bancorp
ABCB
$5.92B
$293 ﹤0.01%
4
– –
HGV icon
871
Hilton Grand Vacations
HGV
$3.36B
$293 ﹤0.01%
7
– –
CRDO icon
872
Credo Technology Group
CRDO
$45.3B
$291 ﹤0.01%
+2
New +$245
RDN icon
873
Radian Group
RDN
$4.9B
$290 ﹤0.01%
+8
New +$279
PLXS icon
874
Plexus
PLXS
$7.21B
$289 ﹤0.01%
2
– –
CATY icon
875
Cathay General Bancorp
CATY
$4.26B
$288 ﹤0.01%
6
– –
33 34
35
36 37

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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.