HIA

HFM Investment Advisors Portfolio holdings

AUM $246M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$206M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,189
New
Increased
Reduced
Closed

Top Buys

1
+$89.6M
2
+$44M
3
+$29.4M
4
DFNM icon
Dimensional National Municipal Bond ETF
DFNM
+$17.3M
5
DFGX icon
Dimensional Global ex US Core Fixed Income ETF
DFGX
+$9.95M

Top Sells

No sells this quarter

Sector Composition

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
951
$73 ﹤0.01%
+2
952
$73 ﹤0.01%
+1
953
$72 ﹤0.01%
+1
954
$72 ﹤0.01%
+1
955
$72 ﹤0.01%
+2
956
$72 ﹤0.01%
+2
957
$72 ﹤0.01%
+1
958
$72 ﹤0.01%
+1
959
$71 ﹤0.01%
+2
960
$70 ﹤0.01%
+5
961
$70 ﹤0.01%
+2
962
$70 ﹤0.01%
+1
963
$70 ﹤0.01%
+3
964
$69 ﹤0.01%
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965
$69 ﹤0.01%
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966
$69 ﹤0.01%
+1
967
$69 ﹤0.01%
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968
$69 ﹤0.01%
+2
969
$68 ﹤0.01%
+1
970
$68 ﹤0.01%
+1
971
$67 ﹤0.01%
+1
972
$67 ﹤0.01%
+2
973
$67 ﹤0.01%
+2
974
$66 ﹤0.01%
+2
975
$66 ﹤0.01%
+1
37 38
39
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