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
$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
1001
$60 ﹤0.01%
+4
1002
$60 ﹤0.01%
+1
1003
$60 ﹤0.01%
+10
1004
$60 ﹤0.01%
+3
1005
$60 ﹤0.01%
+1
1006
$59 ﹤0.01%
+1
1007
$59 ﹤0.01%
+4
1008
$59 ﹤0.01%
+2
1009
$59 ﹤0.01%
+3
1010
$59 ﹤0.01%
+1
1011
$59 ﹤0.01%
+1
1012
$59 ﹤0.01%
+1
1013
$59 ﹤0.01%
+1
1014
$59 ﹤0.01%
+1
1015
$59 ﹤0.01%
+1
1016
$59 ﹤0.01%
+1
1017
$58 ﹤0.01%
+2
1018
$58 ﹤0.01%
+2
1019
$58 ﹤0.01%
+3
1020
$57 ﹤0.01%
+2
1021
$57 ﹤0.01%
+2
1022
$57 ﹤0.01%
+1
1023
$57 ﹤0.01%
+3
1024
$57 ﹤0.01%
+1
1025
$57 ﹤0.01%
+1
39 40
41
42 43