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
1001
$195 ﹤0.01%
2
+1
1002
$194 ﹤0.01%
6
-2
1003
$194 ﹤0.01%
2
1004
$194 ﹤0.01%
7
-4
1005
$192 ﹤0.01%
9
+2
1006
$192 ﹤0.01%
+4
1007
$192 ﹤0.01%
10
1008
$191 ﹤0.01%
14
-7
1009
$191 ﹤0.01%
6
1010
$190 ﹤0.01%
2
1011
$190 ﹤0.01%
2
-1
1012
$189 ﹤0.01%
10
1013
$188 ﹤0.01%
2
-1
1014
$188 ﹤0.01%
15
+7
1015
$185 ﹤0.01%
3
1016
$184 ﹤0.01%
3
1017
$184 ﹤0.01%
5
+3
1018
$184 ﹤0.01%
7
+2
1019
$183 ﹤0.01%
35
+17
1020
$183 ﹤0.01%
9
-1
1021
$182 ﹤0.01%
14
-1
1022
$181 ﹤0.01%
1
-1
1023
$181 ﹤0.01%
12
1024
$181 ﹤0.01%
6
+5
1025
$179 ﹤0.01%
2
39 40
41
42 43