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
76
$13.6K 0.01%
136
+52
77
$13.4K 0.01%
55
+7
78
$12.6K 0.01%
26
+15
79
$11.7K 0.01%
116
80
$11.3K 0.01%
16
+3
81
$10.8K ﹤0.01%
+407
82
$10K ﹤0.01%
97
+16
83
$9.99K ﹤0.01%
108
-13
84
$9.49K ﹤0.01%
104
+1
85
$9.44K ﹤0.01%
9
+1
86
$9.15K ﹤0.01%
205
87
$8.96K ﹤0.01%
120
+4
88
$8.72K ﹤0.01%
28
+2
89
$8.44K ﹤0.01%
16
+1
90
$8.43K ﹤0.01%
15
+8
91
$8.37K ﹤0.01%
1,043
92
$8.29K ﹤0.01%
152
-4
93
$8.21K ﹤0.01%
23
+3
94
$8.03K ﹤0.01%
43
95
$7.92K ﹤0.01%
8
+4
96
$7.86K ﹤0.01%
33
+7
97
$7.73K ﹤0.01%
95
+6
98
$7.31K ﹤0.01%
224
+47
99
$7.25K ﹤0.01%
105
+14
100
$7.22K ﹤0.01%
104
+7
2 3
4
5 6