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
926
$79 ﹤0.01%
+2
927
$79 ﹤0.01%
+1
928
$78 ﹤0.01%
+1
929
$78 ﹤0.01%
+2
930
$78 ﹤0.01%
+2
931
$78 ﹤0.01%
+1
932
$78 ﹤0.01%
+1
933
$78 ﹤0.01%
+1
934
$77 ﹤0.01%
+1
935
$77 ﹤0.01%
+1
936
$76 ﹤0.01%
+1
937
$76 ﹤0.01%
+1
938
$76 ﹤0.01%
+6
939
$76 ﹤0.01%
+1
940
$76 ﹤0.01%
+2
941
$76 ﹤0.01%
+1
942
$75 ﹤0.01%
+6
943
$75 ﹤0.01%
+2
944
$75 ﹤0.01%
+1
945
$75 ﹤0.01%
+7
946
$74 ﹤0.01%
+4
947
$74 ﹤0.01%
+1
948
$74 ﹤0.01%
+1
949
$73 ﹤0.01%
+1
950
$73 ﹤0.01%
+4
36 37
38
39 40