HIA

HFM Investment Advisors Portfolio holdings

AUM $246M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$206M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,189
New
Increased
Reduced
Closed

Top Buys

1
+$89.6M
2
+$44M
3
+$29.4M
4
DFNM icon
Dimensional National Municipal Bond ETF
DFNM
+$17.3M
5
DFGX icon
Dimensional Global ex US Core Fixed Income ETF
DFGX
+$9.95M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 0.87%
2 Healthcare 0.67%
3 Technology 0.65%
4 Energy 0.25%
5 Utilities 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$86 ﹤0.01%
+3
902
$86 ﹤0.01%
+12
903
$86 ﹤0.01%
+1
904
$85 ﹤0.01%
+5
905
$85 ﹤0.01%
+2
906
$85 ﹤0.01%
+1
907
$85 ﹤0.01%
+2
908
$85 ﹤0.01%
+3
909
$84 ﹤0.01%
+2
910
$84 ﹤0.01%
+2
911
$83 ﹤0.01%
+9
912
$83 ﹤0.01%
+1
913
$82 ﹤0.01%
+1
914
$82 ﹤0.01%
+1
915
$82 ﹤0.01%
+2
916
$81 ﹤0.01%
+1
917
$81 ﹤0.01%
+1
918
$81 ﹤0.01%
+1
919
$81 ﹤0.01%
+3
920
$81 ﹤0.01%
+1
921
$81 ﹤0.01%
+1
922
$81 ﹤0.01%
+2
923
$79 ﹤0.01%
+1
924
$79 ﹤0.01%
+2
925
$79 ﹤0.01%
+5
35 36
37
38 39