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
901
$270 ﹤0.01%
5
-1
902
$269 ﹤0.01%
8
903
$269 ﹤0.01%
11
-4
904
$268 ﹤0.01%
7
905
$268 ﹤0.01%
7
-1
906
$267 ﹤0.01%
7
-1
907
$267 ﹤0.01%
2
908
$267 ﹤0.01%
12
+2
909
$266 ﹤0.01%
4
910
$266 ﹤0.01%
4
911
$265 ﹤0.01%
5
-1
912
$265 ﹤0.01%
5
913
$264 ﹤0.01%
3
+2
914
$263 ﹤0.01%
10
+1
915
$263 ﹤0.01%
2
+1
916
$262 ﹤0.01%
2
917
$261 ﹤0.01%
13
918
$256 ﹤0.01%
14
-9
919
$256 ﹤0.01%
7
920
$255 ﹤0.01%
4
921
$254 ﹤0.01%
+1
922
$253 ﹤0.01%
2
923
$251 ﹤0.01%
3
924
$250 ﹤0.01%
4
925
$250 ﹤0.01%
4
-1
35 36
37
38 39