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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
LZB icon
926
La-Z-Boy
LZB
$1.66B
$79 ﹤0.01%
+2
New +$87
SR icon
927
Spire
SR
$4.79B
$79 ﹤0.01%
+1
New +$73
ACA icon
928
Arcosa
ACA
$7.11B
$78 ﹤0.01%
+1
New +$92
ANET icon
929
Arista Networks
ANET
$242B
$78 ﹤0.01%
+1
New +$101
NTB icon
930
Bank of N.T. Butterfield & Son
NTB
$2.46B
$78 ﹤0.01%
+2
New +$76
TDS icon
931
Telephone and Data Systems
TDS
$3.84B
$78 ﹤0.01%
+2
New +$72
WMK icon
932
Weis Markets
WMK
$1.78B
$78 ﹤0.01%
+1
New +$72
CNR
933
Core Natural Resources Inc
CNR
$4.67B
$78 ﹤0.01%
+1
New +$84
MOD icon
934
Modine Manufacturing
MOD
$10.1B
$77 ﹤0.01%
+1
New +$99
SNEX icon
935
StoneX
SNEX
$7.81B
$77 ﹤0.01%
+2
New +$67
CBZ icon
936
CBIZ
CBZ
$2.95B
$76 ﹤0.01%
+1
New +$80
GVA icon
937
Granite Construction
GVA
$5.51B
$76 ﹤0.01%
+1
New +$84
M icon
938
Macy's
M
$6.55B
$76 ﹤0.01%
+6
New +$87
OGS icon
939
ONE Gas
OGS
$4.96B
$76 ﹤0.01%
+1
New +$72
STNG icon
940
Scorpio Tankers
STNG
$3.83B
$76 ﹤0.01%
+2
New +$90
THO icon
941
Thor Industries
THO
$4.14B
$76 ﹤0.01%
+1
New +$94
AES icon
942
AES
AES
$10.5B
$75 ﹤0.01%
+6
New +$69
HUBG icon
943
HUB Group
HUBG
$2.9B
$75 ﹤0.01%
+2
New +$83
TCBI icon
944
Texas Capital Bancshares
TCBI
$4.32B
$75 ﹤0.01%
+1
New +$78
WU icon
945
Western Union
WU
$2.19B
$75 ﹤0.01%
+7
New +$74
CVBF icon
946
CVB Financial
CVBF
$3.97B
$74 ﹤0.01%
+4
New +$80
FSS icon
947
Federal Signal
FSS
$7.74B
$74 ﹤0.01%
+1
New +$89
GMS
948
DELISTED
GMS Inc
GMS
$74 ﹤0.01%
+1
New +$80
ALB icon
949
Albemarle
ALB
$15.5B
$73 ﹤0.01%
+1
New +$81
FULT icon
950
Fulton Financial
FULT
$4.6B
$73 ﹤0.01%
+4
New +$78
36 37
38
39 40

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HMP
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4WM
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A
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FFL
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CCM
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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.