We are live on ! Find out more
HIA

HFM Investment Advisors Portfolio holdings

AUM $285M
1-Year Est. Return 18.43%
This Fund
S&P 500
This Quarter Est. Return
-0.39%
1 Year Est. Return
+18.43%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$206M
AUM Growth
–
Cap. Flow
+$352M
Cap. Flow %
170.87%
Top 10 Hldgs %
96.51%
Holding
1,189
New
1,188
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
VT icon
Vanguard Total World Stock ETF
VT
+$143M
2
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$94.3M
3
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$43.6M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$29.2M
5
DFNM icon
Dimensional National Municipal Bond ETF
DFNM
+$17.5M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
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
EBC icon
976
Eastern Bankshares
EBC
$5.25B
$66 ﹤0.01%
+4
New +$70
EL icon
977
Estee Lauder
EL
$31.5B
$66 ﹤0.01%
+1
New +$72
UHAL icon
978
U-Haul Holding Co
UHAL
$14.4B
$66 ﹤0.01%
+1
New +$69
VNT icon
979
Vontier
VNT
$4.63B
$66 ﹤0.01%
+2
New +$73
ZWS icon
980
Zurn Elkay Water Solutions
ZWS
$8.47B
$66 ﹤0.01%
+2
New +$72
GT icon
981
Goodyear
GT
$1.74B
$65 ﹤0.01%
+7
New +$64
PVH icon
982
PVH
PVH
$4.02B
$65 ﹤0.01%
+1
New +$81
SWKS icon
983
Skyworks Solutions
SWKS
$10.4B
$65 ﹤0.01%
+1
New +$76
EFOR
984
Everforth Inc
EFOR
$1.33B
$64 ﹤0.01%
+1
New +$77
BANR icon
985
Banner Corp
BANR
$2.43B
$64 ﹤0.01%
+1
New +$67
HAE icon
986
Haemonetics
HAE
$3.94B
$64 ﹤0.01%
+1
New +$68
IPGP icon
987
IPG Photonics
IPGP
$3.61B
$64 ﹤0.01%
+1
New +$67
MTX icon
988
Minerals Technologies
MTX
$2.32B
$64 ﹤0.01%
+1
New +$71
AUB icon
989
Atlantic Union Bankshares
AUB
$5.95B
$63 ﹤0.01%
+2
New +$71
BLKB icon
990
Blackbaud
BLKB
$2.09B
$63 ﹤0.01%
+1
New +$71
DNB
991
DELISTED
Dun & Bradstreet
DNB
$63 ﹤0.01%
+7
New +$72
ELAN icon
992
Elanco Animal Health
ELAN
$11.1B
$63 ﹤0.01%
+6
New +$68
INDB icon
993
Independent Bank
INDB
$3.97B
$63 ﹤0.01%
+1
New +$66
BOX icon
994
Box
BOX
$4.65B
$62 ﹤0.01%
+2
New +$65
BROS icon
995
Dutch Bros
BROS
$8.96B
$62 ﹤0.01%
+1
New +$66
SFNC icon
996
Simmons First National
SFNC
$3.4B
$62 ﹤0.01%
+3
New +$65
WSBC icon
997
WesBanco
WSBC
$4B
$62 ﹤0.01%
+2
New +$67
BKH icon
998
Black Hills Corp
BKH
$5.62B
$61 ﹤0.01%
+1
New +$59
NMRK icon
999
Newmark Group
NMRK
$2.52B
$61 ﹤0.01%
+5
New +$67
NOG icon
1000
Northern Oil and Gas
NOG
$2.56B
$61 ﹤0.01%
+2
New +$69
38 39
40
41 42

Similar funds

VPF
Vantage Point Financial Lisle, Illinois $285M AUM 21.31% 1-Year Est. Return
ONPI
Owls Nest Partners IA Chadds Ford, Pennsylvania $286M AUM 16.4% 1-Year Est. Return
HMP
HS Management Partners New York $286M AUM 2.97% 1-Year Est. Return
4WM
44 Wealth Management Eugene, Oregon $286M AUM 18.78% 1-Year Est. Return
A
Argentarii Cincinnati, Ohio $286M AUM 32.04% 1-Year Est. Return
FFL
Future Fund LLC Chicago, Illinois $284M AUM 28.58% 1-Year Est. Return
MAG
Mayfair Advisory Group Birmingham, Alabama $286M AUM 19.6% 1-Year Est. Return
CCM
Chaney Capital Management Lynnwood, Washington $284M AUM 15.54% 1-Year Est. Return

HFM Investment Advisors's Q1 2025 Portfolio in Review

Q1 2025 is the first quarter with a 13F filing on record for HFM Investment Advisors, which disclosed 1,189 positions worth $206M. Its ten largest holdings account for 97% of the portfolio.

Its largest position is Vanguard Total World Stock ETF: 1,196,406 shares worth $1.24M.

By sector, the portfolio is most concentrated in Industrials at 0.87% of assets, followed by Healthcare and Technology.

  • HFM Investment Advisors's largest Q1 2025 buy was Vanguard Total World Stock ETF: 1,196,406 shares worth $1.24M.
  • HFM Investment Advisors's ten largest holdings make up 97% of its $206M portfolio in Q1 2025.
  • HFM Investment Advisors disclosed 1,189 positions in Q1 2025, its first 13F filing on record.

Based on HFM Investment Advisors's 13F filing for Q1 2025, filed 16 May 2025.