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
976
$207 ﹤0.01%
4
+2
977
$206 ﹤0.01%
3
+2
978
$206 ﹤0.01%
3
+2
979
$206 ﹤0.01%
4
+3
980
$205 ﹤0.01%
3
+2
981
$205 ﹤0.01%
5
+2
982
$205 ﹤0.01%
3
+2
983
$203 ﹤0.01%
3
+2
984
$203 ﹤0.01%
2
+1
985
$202 ﹤0.01%
+2
986
$201 ﹤0.01%
6
+5
987
$201 ﹤0.01%
4
+3
988
$200 ﹤0.01%
17
+16
989
$199 ﹤0.01%
+7
990
$198 ﹤0.01%
10
+6
991
$198 ﹤0.01%
+3
992
$194 ﹤0.01%
6
+3
993
$192 ﹤0.01%
3
+2
994
$192 ﹤0.01%
12
+6
995
$192 ﹤0.01%
4
+3
996
$192 ﹤0.01%
3
+2
997
$192 ﹤0.01%
3
+2
998
$191 ﹤0.01%
+1
999
$190 ﹤0.01%
5
+4
1000
$190 ﹤0.01%
2
+1
38 39
40
41 42