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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
SEE
926
DELISTED
Sealed Air
SEE
$247 ﹤0.01%
7
– –
IFF icon
927
International Flavors & Fragrances
IFF
$21.8B
$246 ﹤0.01%
4
-3
-43% -$206
VFC icon
928
VF Corp
VFC
$5.85B
$245 ﹤0.01%
17
– –
BF.B icon
929
Brown-Forman Class B
BF.B
$12.8B
$244 ﹤0.01%
9
-3
-25% -$87
NVST icon
930
Envista
NVST
$4.57B
$244 ﹤0.01%
12
+3
+33% +$62
ABNB icon
931
Airbnb
ABNB
$111B
$243 ﹤0.01%
2
-1
-33% -$129
OGS icon
932
ONE Gas
OGS
$4.97B
$243 ﹤0.01%
3
– –
MTRN icon
933
Materion
MTRN
$5.88B
$242 ﹤0.01%
+2
New +$210
NMRK icon
934
Newmark Group
NMRK
$2.61B
$242 ﹤0.01%
13
-4
-24% -$65
SFBS
935
ServisFirst Bancshares
SFBS
$4.88B
$242 ﹤0.01%
3
– –
HUBG icon
936
HUB Group
HUBG
$2.41B
$241 ﹤0.01%
7
+3
+75% +$107
LEN.B icon
937
Lennar Class B
LEN.B
$20.7B
$240 ﹤0.01%
2
– –
VC icon
938
Visteon
VC
$2.83B
$240 ﹤0.01%
2
– –
LUMN icon
939
Lumen
LUMN
$6.7B
$239 ﹤0.01%
39
-20
-34% -$96
IPGP icon
940
IPG Photonics
IPGP
$3.65B
$238 ﹤0.01%
3
– –
TNL icon
941
Travel + Leisure Co
TNL
$4.55B
$238 ﹤0.01%
4
– –
WMG icon
942
Warner Music
WMG
$13.4B
$238 ﹤0.01%
7
+1
+17% +$32
CBU icon
943
Community Bank
CBU
$3.4B
$235 ﹤0.01%
4
– –
GPK icon
944
Graphic Packaging
GPK
$3.53B
$235 ﹤0.01%
12
-7
-37% -$152
MGRC icon
945
McGrath RentCorp
MGRC
$2.96B
$235 ﹤0.01%
2
+1
+100% +$121
SWX icon
946
Southwest Gas
SWX
$6.66B
$235 ﹤0.01%
3
– –
TDS icon
947
Telephone and Data Systems
TDS
$3.89B
$235 ﹤0.01%
6
-1
-14% -$38
PLMR icon
948
Palomar
PLMR
$3.51B
$234 ﹤0.01%
2
– –
BBWI icon
949
Bath & Body Works
BBWI
$3.87B
$232 ﹤0.01%
9
+1
+13% +$30
MDU icon
950
MDU Resources
MDU
$4.3B
$232 ﹤0.01%
13
– –
36 37
38
39 40

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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.