We are live on ! Find out more
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
NMIH icon
951
NMI Holdings
NMIH
$3.32B
$73 ﹤0.01%
+2
New +$73
QRVO icon
952
Qorvo
QRVO
$8.56B
$73 ﹤0.01%
+1
New +$76
CELH icon
953
Celsius Holdings
CELH
$6.89B
$72 ﹤0.01%
+2
New +$55
FLR icon
954
Fluor
FLR
$6.99B
$72 ﹤0.01%
+2
New +$86
GFF icon
955
Griffon
GFF
$4.75B
$72 ﹤0.01%
+1
New +$74
ROAD icon
956
Construction Partners
ROAD
$6.71B
$72 ﹤0.01%
+1
New +$79
SWX icon
957
Southwest Gas
SWX
$6.56B
$72 ﹤0.01%
+1
New +$74
TGLS icon
958
Tecnoglass Holdings Inc.
TGLS
$1.84B
$72 ﹤0.01%
+1
New +$74
PRMB
959
Primo Brands
PRMB
$8.52B
$71 ﹤0.01%
+2
New +$65
ACT icon
960
Enact Holdings
ACT
$6.67B
$70 ﹤0.01%
+2
New +$67
AIN icon
961
Albany International
AIN
$1.73B
$70 ﹤0.01%
+1
New +$78
GNTX icon
962
Gentex
GNTX
$5.02B
$70 ﹤0.01%
+3
New +$77
HAYW icon
963
Hayward Holdings
HAYW
$3.27B
$70 ﹤0.01%
+5
New +$73
BKU icon
964
Bankunited
BKU
$3.3B
$69 ﹤0.01%
+2
New +$75
BOH icon
965
Bank of Hawaii
BOH
$3.1B
$69 ﹤0.01%
+1
New +$71
DXCM icon
966
DexCom
DXCM
$33.1B
$69 ﹤0.01%
+1
New +$82
TOWN icon
967
Towne Bank
TOWN
$3.4B
$69 ﹤0.01%
+2
New +$70
TRMK icon
968
Trustmark
TRMK
$2.75B
$69 ﹤0.01%
+2
New +$71
CCS icon
969
Century Communities
CCS
$1.96B
$68 ﹤0.01%
+1
New +$72
SLVM icon
970
Sylvamo
SLVM
$1.6B
$68 ﹤0.01%
+1
New +$73
TOST icon
971
Toast
TOST
$20.6B
$67 ﹤0.01%
+2
New +$75
YETI icon
972
Yeti Holdings
YETI
$3.99B
$67 ﹤0.01%
+2
New +$72
ZG icon
973
Zillow
ZG
$7.66B
$67 ﹤0.01%
+1
New +$74
CHWY icon
974
Chewy
CHWY
$9.25B
$66 ﹤0.01%
+2
New +$72
CLF icon
975
Cleveland-Cliffs
CLF
$7.13B
$66 ﹤0.01%
+8
New +$81
37 38
39
40 41

Similar funds

VPF
Vantage Point Financial Lisle, Illinois $285M AUM 21.31% 1-Year Est. Return
ONPI
Owls Nest Partners IA Chadds Ford, Pennsylvania $286M AUM 16.4% 1-Year Est. Return
HMP
HS Management Partners New York $286M AUM 2.97% 1-Year Est. Return
4WM
44 Wealth Management Eugene, Oregon $286M AUM 18.78% 1-Year Est. Return
A
Argentarii Cincinnati, Ohio $286M AUM 32.04% 1-Year Est. Return
FFL
Future Fund LLC Chicago, Illinois $284M AUM 28.58% 1-Year Est. Return
MAG
Mayfair Advisory Group Birmingham, Alabama $286M AUM 19.6% 1-Year Est. Return
CCM
Chaney Capital Management Lynnwood, Washington $284M AUM 15.54% 1-Year Est. Return

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.