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
951
$231 ﹤0.01%
5
952
$230 ﹤0.01%
+4
953
$230 ﹤0.01%
15
+6
954
$229 ﹤0.01%
3
-1
955
$229 ﹤0.01%
3
+1
956
$228 ﹤0.01%
3
-2
957
$227 ﹤0.01%
2
958
$227 ﹤0.01%
+15
959
$227 ﹤0.01%
+1
960
$226 ﹤0.01%
8
+6
961
$225 ﹤0.01%
3
962
$224 ﹤0.01%
12
963
$223 ﹤0.01%
9
964
$223 ﹤0.01%
3
965
$222 ﹤0.01%
2
-3
966
$222 ﹤0.01%
9
967
$221 ﹤0.01%
6
+2
968
$220 ﹤0.01%
40
+21
969
$220 ﹤0.01%
5
+2
970
$219 ﹤0.01%
3
971
$219 ﹤0.01%
2
972
$218 ﹤0.01%
23
973
$218 ﹤0.01%
12
974
$218 ﹤0.01%
19
+8
975
$217 ﹤0.01%
3
37 38
39
40 41