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
876
$288 ﹤0.01%
4
-1
877
$288 ﹤0.01%
+2
878
$287 ﹤0.01%
2
-1
879
$286 ﹤0.01%
3
880
$285 ﹤0.01%
2
-1
881
$285 ﹤0.01%
3
+2
882
$285 ﹤0.01%
7
-1
883
$284 ﹤0.01%
2
-1
884
$284 ﹤0.01%
2
885
$284 ﹤0.01%
3
886
$283 ﹤0.01%
11
887
$282 ﹤0.01%
9
888
$281 ﹤0.01%
3
889
$281 ﹤0.01%
11
890
$280 ﹤0.01%
3
-4
891
$280 ﹤0.01%
4
+1
892
$279 ﹤0.01%
3
893
$278 ﹤0.01%
10
894
$277 ﹤0.01%
3
+2
895
$276 ﹤0.01%
1
-1
896
$276 ﹤0.01%
31
897
$276 ﹤0.01%
3
898
$272 ﹤0.01%
8
-1
899
$270 ﹤0.01%
2
900
$270 ﹤0.01%
9
-5
34 35
36
37 38