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
951
$221 ﹤0.01%
15
+12
952
$220 ﹤0.01%
3
953
$219 ﹤0.01%
3
+2
954
$219 ﹤0.01%
+3
955
$219 ﹤0.01%
+1
956
$219 ﹤0.01%
10
957
$217 ﹤0.01%
3
+2
958
$217 ﹤0.01%
13
+8
959
$217 ﹤0.01%
7
+5
960
$217 ﹤0.01%
9
+7
961
$216 ﹤0.01%
12
+8
962
$216 ﹤0.01%
3
+2
963
$215 ﹤0.01%
38
+28
964
$215 ﹤0.01%
6
+2
965
$215 ﹤0.01%
3
+2
966
$212 ﹤0.01%
9
+5
967
$212 ﹤0.01%
4
+1
968
$211 ﹤0.01%
+2
969
$211 ﹤0.01%
10
+4
970
$211 ﹤0.01%
3
+2
971
$210 ﹤0.01%
19
+14
972
$210 ﹤0.01%
+2
973
$209 ﹤0.01%
4
+2
974
$209 ﹤0.01%
3
+2
975
$207 ﹤0.01%
17
+12
37 38
39
40 41