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
901
$260 ﹤0.01%
5
+4
902
$259 ﹤0.01%
4
+2
903
$259 ﹤0.01%
6
+4
904
$258 ﹤0.01%
2
+1
905
$258 ﹤0.01%
59
+46
906
$257 ﹤0.01%
9
+5
907
$257 ﹤0.01%
3
+2
908
$256 ﹤0.01%
7
+5
909
$255 ﹤0.01%
3
+1
910
$255 ﹤0.01%
4
+3
911
$254 ﹤0.01%
2
+1
912
$254 ﹤0.01%
8
+2
913
$252 ﹤0.01%
4
+3
914
$251 ﹤0.01%
2
+1
915
$249 ﹤0.01%
2
916
$249 ﹤0.01%
7
+5
917
$247 ﹤0.01%
2
+1
918
$246 ﹤0.01%
3
+2
919
$246 ﹤0.01%
6
+5
920
$245 ﹤0.01%
3
+1
921
$245 ﹤0.01%
+18
922
$244 ﹤0.01%
1
923
$244 ﹤0.01%
5
+3
924
$241 ﹤0.01%
31
+19
925
$241 ﹤0.01%
8
+2
35 36
37
38 39