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
976
$66 ﹤0.01%
+1
977
$66 ﹤0.01%
+2
978
$66 ﹤0.01%
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979
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+8
980
$66 ﹤0.01%
+4
981
$65 ﹤0.01%
+7
982
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+1
983
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+1
984
$64 ﹤0.01%
+1
985
$64 ﹤0.01%
+1
986
$64 ﹤0.01%
+1
987
$64 ﹤0.01%
+1
988
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989
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+1
990
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+2
991
$63 ﹤0.01%
+1
992
$63 ﹤0.01%
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993
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994
$62 ﹤0.01%
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995
$62 ﹤0.01%
+1
996
$62 ﹤0.01%
+3
997
$62 ﹤0.01%
+2
998
$61 ﹤0.01%
+1
999
$61 ﹤0.01%
+5
1000
$61 ﹤0.01%
+2
38 39
40
41 42