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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
DOCU
876
DocuSign
DOCU
$11.4B
$288 ﹤0.01%
4
-1
-20% -$77
INSM icon
877
Insmed
INSM
$29.3B
$288 ﹤0.01%
+2
New +$245
OLED icon
878
Universal Display
OLED
$4.27B
$287 ﹤0.01%
2
-1
-33% -$145
FELE icon
879
Franklin Electric
FELE
$4.74B
$286 ﹤0.01%
3
– –
DDOG icon
880
Datadog
DDOG
$90.3B
$285 ﹤0.01%
2
-1
-33% -$138
ILMN icon
881
Illumina
ILMN
$29.1B
$285 ﹤0.01%
3
+2
+200% +$198
PPC icon
882
Pilgrim's Pride
PPC
$6.38B
$285 ﹤0.01%
7
-1
-13% -$45
DELL icon
883
Dell
DELL
$285B
$284 ﹤0.01%
2
-1
-33% -$130
H icon
884
Hyatt Hotels
H
$16.3B
$284 ﹤0.01%
2
– –
HQY icon
885
HealthEquity
HQY
$8.82B
$284 ﹤0.01%
3
– –
ASB icon
886
Associated Banc-Corp
ASB
$5.99B
$283 ﹤0.01%
11
– –
UCB
887
United Community Banks
UCB
$4.35B
$282 ﹤0.01%
9
– –
ACA icon
888
Arcosa
ACA
$7.12B
$281 ﹤0.01%
3
– –
MWA icon
889
Mueller Water Products
MWA
$4.11B
$281 ﹤0.01%
11
– –
AAON icon
890
Aaon
AAON
$7.08B
$280 ﹤0.01%
3
-4
-57% -$328
KFY icon
891
Korn Ferry
KFY
$4.25B
$280 ﹤0.01%
4
+1
+33% +$73
LCII icon
892
LCI Industries
LCII
$2.62B
$279 ﹤0.01%
3
– –
PINC
893
DELISTED
Premier
PINC
$278 ﹤0.01%
10
– –
ENTG icon
894
Entegris
ENTG
$22.7B
$277 ﹤0.01%
3
+2
+200% +$170
APPF icon
895
AppFolio
APPF
$7.16B
$276 ﹤0.01%
1
-1
-50% -$270
GNW icon
896
Genworth Financial
GNW
$3.71B
$276 ﹤0.01%
31
– –
MSM icon
897
MSC Industrial Direct
MSM
$6.79B
$276 ﹤0.01%
3
– –
TPH
898
DELISTED
Tri Pointe Homes
TPH
$272 ﹤0.01%
8
-1
-11% -$34
HLNE icon
899
Hamilton Lane
HLNE
$5.79B
$270 ﹤0.01%
2
– –
KD icon
900
Kyndryl
KD
$2.93B
$270 ﹤0.01%
9
-5
-36% -$172
34 35
36
37 38

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A
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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.