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
976
$217 ﹤0.01%
2
-1
977
$215 ﹤0.01%
5
-4
978
$214 ﹤0.01%
2
979
$214 ﹤0.01%
3
-1
980
$213 ﹤0.01%
4
-1
981
$213 ﹤0.01%
4
982
$213 ﹤0.01%
4
+3
983
$213 ﹤0.01%
+3
984
$212 ﹤0.01%
6
+3
985
$208 ﹤0.01%
3
986
$207 ﹤0.01%
2
-1
987
$207 ﹤0.01%
4
-1
988
$207 ﹤0.01%
4
989
$204 ﹤0.01%
13
990
$203 ﹤0.01%
2
-2
991
$203 ﹤0.01%
1
992
$201 ﹤0.01%
7
993
$200 ﹤0.01%
17
+7
994
$198 ﹤0.01%
5
995
$198 ﹤0.01%
+1
996
$197 ﹤0.01%
3
997
$197 ﹤0.01%
3
998
$197 ﹤0.01%
2
-2
999
$196 ﹤0.01%
7
1000
$196 ﹤0.01%
4
-1
38 39
40
41 42