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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
WSFS icon
901
WSFS Financial
WSFS
$4.15B
$270 ﹤0.01%
5
-1
-17% -$56
FFIN icon
902
First Financial Bankshares
FFIN
$4.99B
$269 ﹤0.01%
8
– –
REYN icon
903
Reynolds Consumer Products
REYN
$5.51B
$269 ﹤0.01%
11
-4
-27% -$91
ACT icon
904
Enact Holdings
ACT
$6.77B
$268 ﹤0.01%
7
– –
NMIH icon
905
NMI Holdings
NMIH
$3.36B
$268 ﹤0.01%
7
-1
-13% -$39
BKU icon
906
Bankunited
BKU
$3.35B
$267 ﹤0.01%
7
-1
-13% -$38
PRGO icon
907
Perrigo
PRGO
$1.75B
$267 ﹤0.01%
12
+2
+20% +$49
RGEN icon
908
Repligen
RGEN
$9.35B
$267 ﹤0.01%
2
– –
ETSY icon
909
Etsy
ETSY
$7.33B
$266 ﹤0.01%
4
– –
VAC icon
910
Marriott Vacations Worldwide
VAC
$4B
$266 ﹤0.01%
4
– –
BHF icon
911
Brighthouse Financial
BHF
$3.42B
$265 ﹤0.01%
5
-1
-17% -$49
BILL icon
912
BILL Holdings
BILL
$4.95B
$265 ﹤0.01%
5
– –
EL icon
913
Estee Lauder
EL
$31.5B
$264 ﹤0.01%
3
+2
+200% +$178
AROC icon
914
Archrock
AROC
$5.83B
$263 ﹤0.01%
10
+1
+11% +$24
USLM icon
915
United States Lime & Minerals
USLM
$3.46B
$263 ﹤0.01%
2
+1
+100% +$115
SLAB icon
916
Silicon Laboratories
SLAB
$7.2B
$262 ﹤0.01%
2
– –
DAN icon
917
Dana Inc
DAN
$3.24B
$261 ﹤0.01%
13
– –
CAG icon
918
Conagra Brands
CAG
$7.18B
$256 ﹤0.01%
14
-9
-39% -$173
TOST icon
919
Toast
TOST
$20.6B
$256 ﹤0.01%
7
– –
HCC icon
920
Warrior Met Coal
HCC
$5.1B
$255 ﹤0.01%
4
– –
FLUT icon
921
Flutter Entertainment
FLUT
$17.3B
$254 ﹤0.01%
+1
New +$293
BANF icon
922
BancFirst
BANF
$3.81B
$253 ﹤0.01%
2
– –
WD icon
923
Walker & Dunlop
WD
$1.49B
$251 ﹤0.01%
3
– –
GH icon
924
Guardant Health
GH
$22.4B
$250 ﹤0.01%
4
-1
-20% -$54
PBH icon
925
Prestige Consumer Healthcare
PBH
$2.54B
$250 ﹤0.01%
4
– –
35 36
37
38 39

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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.