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
876
$275 ﹤0.01%
5
+2
877
$274 ﹤0.01%
3
+2
878
$273 ﹤0.01%
8
+6
879
$273 ﹤0.01%
6
+2
880
$272 ﹤0.01%
4
+1
881
$272 ﹤0.01%
9
+7
882
$272 ﹤0.01%
5
+4
883
$271 ﹤0.01%
2
+1
884
$269 ﹤0.01%
3
+2
885
$269 ﹤0.01%
5
+3
886
$268 ﹤0.01%
11
+7
887
$268 ﹤0.01%
3
+2
888
$268 ﹤0.01%
9
+6
889
$267 ﹤0.01%
10
+3
890
$266 ﹤0.01%
5
+4
891
$266 ﹤0.01%
11
+8
892
$265 ﹤0.01%
2
+1
893
$264 ﹤0.01%
44
+27
894
$264 ﹤0.01%
2
+1
895
$264 ﹤0.01%
11
+7
896
$264 ﹤0.01%
4
+3
897
$263 ﹤0.01%
2
+1
898
$262 ﹤0.01%
5
+3
899
$260 ﹤0.01%
3
+2
900
$260 ﹤0.01%
7
+5
34 35
36
37 38