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
76
$11.1K 0.01%
+48
77
$10.9K 0.01%
+121
78
$10.4K 0.01%
+168
79
$10.2K 0.01%
+116
80
$9.67K ﹤0.01%
+622
81
$9.23K ﹤0.01%
+205
82
$8.39K ﹤0.01%
+43
83
$8.39K ﹤0.01%
+84
84
$8.3K ﹤0.01%
+1,043
85
$8.29K ﹤0.01%
+81
86
$7.98K ﹤0.01%
+156
87
$7.74K ﹤0.01%
+26
88
$7.62K ﹤0.01%
+15
89
$7.57K ﹤0.01%
+8
90
$7.14K ﹤0.01%
+89
91
$7.1K ﹤0.01%
+13
92
$7.07K ﹤0.01%
+41
93
$6.98K ﹤0.01%
+134
94
$6.93K ﹤0.01%
+26
95
$6.88K ﹤0.01%
+97
96
$6.65K ﹤0.01%
+70
97
$6.43K ﹤0.01%
+46
98
$6.12K ﹤0.01%
+91
99
$6.05K ﹤0.01%
+274
100
$5.98K ﹤0.01%
+148
2 3
4
5 6