HIA

HFM Investment Advisors Portfolio holdings

AUM $260M
1-Year Est. Return 15.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$246M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,323
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$1.01M
3
+$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

1
+$245K
2
+$213K
3
+$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

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
851
$310 ﹤0.01%
3
-1
852
$309 ﹤0.01%
10
+1
853
$308 ﹤0.01%
6
+2
854
$307 ﹤0.01%
5
+4
855
$307 ﹤0.01%
11
+2
856
$307 ﹤0.01%
4
+1
857
$307 ﹤0.01%
5
858
$303 ﹤0.01%
6
-3
859
$302 ﹤0.01%
2
860
$302 ﹤0.01%
3
861
$302 ﹤0.01%
19
862
$300 ﹤0.01%
6
+2
863
$300 ﹤0.01%
2
864
$299 ﹤0.01%
8
+4
865
$299 ﹤0.01%
2
866
$298 ﹤0.01%
3
867
$297 ﹤0.01%
11
+4
868
$295 ﹤0.01%
4
+3
869
$295 ﹤0.01%
4
870
$293 ﹤0.01%
4
871
$293 ﹤0.01%
7
872
$291 ﹤0.01%
+2
873
$290 ﹤0.01%
+8
874
$289 ﹤0.01%
2
875
$288 ﹤0.01%
6
33 34
35
36 37