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
926
$247 ﹤0.01%
7
927
$246 ﹤0.01%
4
-3
928
$245 ﹤0.01%
17
929
$244 ﹤0.01%
9
-3
930
$244 ﹤0.01%
12
+3
931
$243 ﹤0.01%
3
932
$243 ﹤0.01%
2
-1
933
$242 ﹤0.01%
+2
934
$242 ﹤0.01%
13
-4
935
$242 ﹤0.01%
3
936
$241 ﹤0.01%
7
+3
937
$240 ﹤0.01%
2
938
$240 ﹤0.01%
2
939
$239 ﹤0.01%
39
-20
940
$238 ﹤0.01%
3
941
$238 ﹤0.01%
4
942
$238 ﹤0.01%
7
+1
943
$235 ﹤0.01%
4
944
$235 ﹤0.01%
12
-7
945
$235 ﹤0.01%
2
+1
946
$235 ﹤0.01%
3
947
$235 ﹤0.01%
6
-1
948
$234 ﹤0.01%
2
949
$232 ﹤0.01%
9
+1
950
$232 ﹤0.01%
13
36 37
38
39 40