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
76
$12.5K 0.01%
53
-2
77
$12.3K 0.01%
123
-13
78
$12K ﹤0.01%
292
-55
79
$11.7K ﹤0.01%
116
80
$11.6K ﹤0.01%
23
-3
81
$10.6K ﹤0.01%
108
+4
82
$10.5K ﹤0.01%
392
-15
83
$10.5K ﹤0.01%
9
84
$9.79K ﹤0.01%
95
-2
85
$9.34K ﹤0.01%
205
86
$9.28K ﹤0.01%
33
+14
87
$8.9K ﹤0.01%
156
+4
88
$8.55K ﹤0.01%
1,043
89
$8.23K ﹤0.01%
22
-1
90
$8.1K ﹤0.01%
35
91
$8.03K ﹤0.01%
47
92
$7.99K ﹤0.01%
106
+1
93
$7.96K ﹤0.01%
14
-1
94
$7.92K ﹤0.01%
24
+10
95
$7.91K ﹤0.01%
95
96
$7.9K ﹤0.01%
11
97
$7.81K ﹤0.01%
220
-4
98
$7.79K ﹤0.01%
16
99
$7.78K ﹤0.01%
103
-1
100
$7.66K ﹤0.01%
32
-1
2 3
4
5 6