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
926
$241 ﹤0.01%
+1
927
$240 ﹤0.01%
8
+2
928
$238 ﹤0.01%
9
929
$237 ﹤0.01%
8
+6
930
$236 ﹤0.01%
5
+3
931
$235 ﹤0.01%
23
+14
932
$235 ﹤0.01%
1
933
$234 ﹤0.01%
3
934
$233 ﹤0.01%
3
+2
935
$231 ﹤0.01%
+5
936
$231 ﹤0.01%
3
+2
937
$230 ﹤0.01%
2
+1
938
$229 ﹤0.01%
9
+7
939
$228 ﹤0.01%
+5
940
$228 ﹤0.01%
4
+3
941
$227 ﹤0.01%
4
+3
942
$226 ﹤0.01%
3
+2
943
$225 ﹤0.01%
9
+5
944
$224 ﹤0.01%
3
+2
945
$224 ﹤0.01%
3
+2
946
$223 ﹤0.01%
9
+5
947
$223 ﹤0.01%
13
+9
948
$223 ﹤0.01%
3
+2
949
$223 ﹤0.01%
3
+2
950
$222 ﹤0.01%
4
36 37
38
39 40