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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
-0.39%
1 Year Est. Return
+18.43%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$206M
AUM Growth
–
Cap. Flow
+$352M
Cap. Flow %
170.87%
Top 10 Hldgs %
96.51%
Holding
1,189
New
1,188
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
VT icon
Vanguard Total World Stock ETF
VT
+$143M
2
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$94.3M
3
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$43.6M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$29.2M
5
DFNM icon
Dimensional National Municipal Bond ETF
DFNM
+$17.5M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
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
FIBK icon
901
First Interstate BancSystem
FIBK
$3.56B
$86 ﹤0.01%
+3
New +$93
GNW icon
902
Genworth Financial
GNW
$3.75B
$86 ﹤0.01%
+12
New +$83
WD icon
903
Walker & Dunlop
WD
$1.49B
$86 ﹤0.01%
+1
New +$90
MDU icon
904
MDU Resources
MDU
$4.29B
$85 ﹤0.01%
+5
New +$86
NXT icon
905
Nextpower Inc
NXT
$15.6B
$85 ﹤0.01%
+2
New +$89
PATK icon
906
Patrick Industries
PATK
$2.75B
$85 ﹤0.01%
+1
New +$90
X
907
DELISTED
US Steel
X
$85 ﹤0.01%
+2
New +$76
UCB
908
United Community Banks
UCB
$4.27B
$85 ﹤0.01%
+3
New +$94
BRKR icon
909
Bruker
BRKR
$8.58B
$84 ﹤0.01%
+2
New +$104
FIZZ icon
910
National Beverage
FIZZ
$2.91B
$84 ﹤0.01%
+2
New +$82
BGC icon
911
BGC Group
BGC
$4.86B
$83 ﹤0.01%
+9
New +$84
SFBS
912
ServisFirst Bancshares
SFBS
$4.84B
$83 ﹤0.01%
+1
New +$87
EXPO icon
913
Exponent
EXPO
$3.28B
$82 ﹤0.01%
+1
New +$87
FWONA icon
914
Liberty Media Series A
FWONA
$23.5B
$82 ﹤0.01%
+1
New +$85
ON icon
915
ON Semiconductor
ON
$31.1B
$82 ﹤0.01%
+2
New +$101
AKAM icon
916
Akamai
AKAM
$16.9B
$81 ﹤0.01%
+1
New +$90
CNS icon
917
Cohen & Steers
CNS
$4.22B
$81 ﹤0.01%
+1
New +$85
DBX icon
918
Dropbox
DBX
$8.07B
$81 ﹤0.01%
+3
New +$87
DLB icon
919
Dolby
DLB
$5.82B
$81 ﹤0.01%
+1
New +$82
FND icon
920
Floor & Decor
FND
$6.3B
$81 ﹤0.01%
+1
New +$94
FRME icon
921
First Merchants
FRME
$2.66B
$81 ﹤0.01%
+2
New +$83
OTTR icon
922
Otter Tail
OTTR
$3.88B
$81 ﹤0.01%
+1
New +$79
AWR icon
923
American States Water
AWR
$3.43B
$79 ﹤0.01%
+1
New +$75
BSY icon
924
Bentley Systems
BSY
$10.7B
$79 ﹤0.01%
+2
New +$89
HUN icon
925
Huntsman Corp
HUN
$1.82B
$79 ﹤0.01%
+5
New +$85
35 36
37
38 39

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4WM
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A
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FFL
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HFM Investment Advisors's Q1 2025 Portfolio in Review

Q1 2025 is the first quarter with a 13F filing on record for HFM Investment Advisors, which disclosed 1,189 positions worth $206M. Its ten largest holdings account for 97% of the portfolio.

Its largest position is Vanguard Total World Stock ETF: 1,196,406 shares worth $1.24M.

By sector, the portfolio is most concentrated in Industrials at 0.87% of assets, followed by Healthcare and Technology.

  • HFM Investment Advisors's largest Q1 2025 buy was Vanguard Total World Stock ETF: 1,196,406 shares worth $1.24M.
  • HFM Investment Advisors's ten largest holdings make up 97% of its $206M portfolio in Q1 2025.
  • HFM Investment Advisors disclosed 1,189 positions in Q1 2025, its first 13F filing on record.

Based on HFM Investment Advisors's 13F filing for Q1 2025, filed 16 May 2025.