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
1001
$190 ﹤0.01%
10
+7
1002
$190 ﹤0.01%
6
+3
1003
$189 ﹤0.01%
3
+2
1004
$189 ﹤0.01%
1
1005
$189 ﹤0.01%
7
+5
1006
$189 ﹤0.01%
4
+3
1007
$187 ﹤0.01%
2
+1
1008
$187 ﹤0.01%
4
+3
1009
$187 ﹤0.01%
+2
1010
$186 ﹤0.01%
4
+2
1011
$186 ﹤0.01%
13
+7
1012
$184 ﹤0.01%
3
+2
1013
$183 ﹤0.01%
+4
1014
$183 ﹤0.01%
12
+8
1015
$182 ﹤0.01%
+2
1016
$182 ﹤0.01%
5
+3
1017
$181 ﹤0.01%
+4
1018
$181 ﹤0.01%
+4
1019
$181 ﹤0.01%
6
+2
1020
$180 ﹤0.01%
3
+2
1021
$180 ﹤0.01%
2
-1
1022
$179 ﹤0.01%
4
+3
1023
$179 ﹤0.01%
4
+2
1024
$177 ﹤0.01%
+3
1025
$177 ﹤0.01%
2
+1
39 40
41
42 43