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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
ABM icon
951
ABM Industries
ABM
$2.84B
$231 ﹤0.01%
5
– –
TTMI icon
952
TTM Technologies
TTMI
$13.8B
$230 ﹤0.01%
+4
New +$186
VSH icon
953
Vishay Intertechnology
VSH
$5.18B
$230 ﹤0.01%
15
+6
+67% +$95
RDNT icon
954
RadNet
RDNT
$6.01B
$229 ﹤0.01%
3
-1
-25% -$65
SKY icon
955
Champion Homes
SKY
$5.09B
$229 ﹤0.01%
3
+1
+50% +$71
CBT icon
956
Cabot Corp
CBT
$4.57B
$228 ﹤0.01%
3
-2
-40% -$156
MSGS icon
957
Madison Square Garden
MSGS
$9.53B
$227 ﹤0.01%
+1
New +$205
NSIT icon
958
Insight Enterprises
NSIT
$4.57B
$227 ﹤0.01%
2
– –
ROIV icon
959
Roivant Sciences
ROIV
$25.1B
$227 ﹤0.01%
+15
New +$186
NE icon
960
Noble Corp
NE
$7.03B
$226 ﹤0.01%
8
+6
+300% +$170
TBBK icon
961
The Bancorp
TBBK
$2.84B
$225 ﹤0.01%
3
– –
FULT icon
962
Fulton Financial
FULT
$4.6B
$224 ﹤0.01%
12
– –
FHB icon
963
First Hawaiian
FHB
$3.34B
$223 ﹤0.01%
9
– –
ZG icon
964
Zillow
ZG
$7.65B
$223 ﹤0.01%
3
– –
TW icon
965
Tradeweb Markets
TW
$21.9B
$222 ﹤0.01%
2
-3
-60% -$386
VRRM icon
966
Verra Mobility
VRRM
$734M
$222 ﹤0.01%
9
– –
CART icon
967
Maplebear
CART
$11.4B
$221 ﹤0.01%
6
+2
+50% +$92
LFST icon
968
Lifestance Health
LFST
$4.47B
$220 ﹤0.01%
40
+21
+111% +$103
POR icon
969
Portland General Electric
POR
$5.66B
$220 ﹤0.01%
5
+2
+67% +$84
DOCS icon
970
Doximity
DOCS
$4.61B
$219 ﹤0.01%
3
– –
GVA icon
971
Granite Construction
GVA
$5.55B
$219 ﹤0.01%
2
– –
BGC icon
972
BGC Group
BGC
$4.86B
$218 ﹤0.01%
23
– –
EBC icon
973
Eastern Bankshares
EBC
$5.26B
$218 ﹤0.01%
12
– –
LBTYA icon
974
Liberty Global Class A
LBTYA
$3.48B
$218 ﹤0.01%
19
+8
+73% +$88
BFAM icon
975
Bright Horizons
BFAM
$3.81B
$217 ﹤0.01%
2
-1
-33% -$116
37 38
39
40 41

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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.