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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
ADMA icon
1001
ADMA Biologics
ADMA
$2.18B
$60 ﹤0.01%
+3
New +$52
ALIT icon
1002
Alight
ALIT
$394M
$60 ﹤0.01%
+1
New +$132
ASH icon
1003
Ashland
ASH
$3.45B
$60 ﹤0.01%
+1
New +$64
OGN icon
1004
Organon & Co
OGN
$3.58B
$60 ﹤0.01%
+4
New +$62
PSN icon
1005
Parsons
PSN
$4.93B
$60 ﹤0.01%
+1
New +$72
BF.A icon
1006
Brown-Forman Class A
BF.A
$13.2B
$59 ﹤0.01%
+1
New +$34
DOCS icon
1007
Doximity
DOCS
$4.57B
$59 ﹤0.01%
+1
New +$63
GRBK icon
1008
Green Brick Partners
GRBK
$3.03B
$59 ﹤0.01%
+1
New +$59
RBLX icon
1009
Roblox
RBLX
$26.5B
$59 ﹤0.01%
+1
New +$63
ROCK icon
1010
Gibraltar Industries
ROCK
$1.45B
$59 ﹤0.01%
+1
New +$62
SIG icon
1011
Signet Jewelers
SIG
$3.67B
$59 ﹤0.01%
+1
New +$57
TREX icon
1012
Trex
TREX
$4.91B
$59 ﹤0.01%
+1
New +$65
U icon
1013
Unity
U
$19B
$59 ﹤0.01%
+3
New +$68
WERN icon
1014
Werner Enterprises
WERN
$2.2B
$59 ﹤0.01%
+2
New +$67
WEN icon
1015
Wendy's
WEN
$1.39B
$59 ﹤0.01%
+4
New +$60
DAY
1016
DELISTED
Dayforce
DAY
$59 ﹤0.01%
+1
New +$64
OPLN
1017
Openlane
OPLN
$4.58B
$58 ﹤0.01%
+3
New +$62
SEE
1018
DELISTED
Sealed Air
SEE
$58 ﹤0.01%
+2
New +$66
WAFD icon
1019
WaFd
WAFD
$2.76B
$58 ﹤0.01%
+2
New +$59
CBU icon
1020
Community Bank
CBU
$3.37B
$57 ﹤0.01%
+1
New +$62
FUL icon
1021
H.B. Fuller
FUL
$3.29B
$57 ﹤0.01%
+1
New +$59
NCLH icon
1022
Norwegian Cruise Line
NCLH
$8.52B
$57 ﹤0.01%
+3
New +$72
RUSHB icon
1023
Rush Enterprises Class B
RUSHB
$6.06B
$57 ﹤0.01%
+1
New +$56
TRN icon
1024
Trinity Industries
TRN
$2.3B
$57 ﹤0.01%
+2
New +$67
WKC icon
1025
World Kinect Corp
WKC
$1.89B
$57 ﹤0.01%
+2
New +$57
39 40
41
42 43

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ONPI
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HMP
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4WM
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A
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FFL
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MAG
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CCM
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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.