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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
+5.64%
1 Year Est. Return
+18.43%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$246M
AUM Growth
+$19M
Cap. Flow
+$6.15M
Cap. Flow %
2.5%
Top 10 Hldgs %
95.59%
Holding
1,323
New
36
Increased
294
Reduced
381
Closed
56

Top Buys

Rank Stock Value
1
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$3.83M
2
DFGX icon
Dimensional International Core Fixed Income ETF
DFGX
+$1.01M
3
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$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

Rank Stock Value
1
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$245K
2
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$213K
3
JSCP icon
JPMorgan Short Duration Core Plus ETF
JSCP
+$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

Rank Sector Weight
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
ACLS icon
1001
Axcelis
ACLS
$4.1B
$195 ﹤0.01%
2
+1
+100% +$81
BOX icon
1002
Box
BOX
$4.65B
$194 ﹤0.01%
6
-2
-25% -$65
CHDN icon
1003
Churchill Downs
CHDN
$6.02B
$194 ﹤0.01%
2
– –
OPCH icon
1004
Option Care Health
OPCH
$3.67B
$194 ﹤0.01%
7
-4
-36% -$116
ACAD icon
1005
Acadia Pharmaceuticals
ACAD
$5.06B
$192 ﹤0.01%
9
+2
+29% +$47
RKLB icon
1006
Rocket Lab Corp
RKLB
$50B
$192 ﹤0.01%
+4
New +$181
SFNC icon
1007
Simmons First National
SFNC
$3.4B
$192 ﹤0.01%
10
– –
DXC icon
1008
DXC Technology
DXC
$1.74B
$191 ﹤0.01%
14
-7
-33% -$99
FIBK icon
1009
First Interstate BancSystem
FIBK
$3.56B
$191 ﹤0.01%
6
– –
CWST icon
1010
Casella Waste Systems
CWST
$5.73B
$190 ﹤0.01%
2
-1
-33% -$101
FWONA icon
1011
Liberty Media Series A
FWONA
$23.5B
$190 ﹤0.01%
2
– –
CVBF icon
1012
CVB Financial
CVBF
$3.97B
$189 ﹤0.01%
10
– –
CALM icon
1013
Cal-Maine
CALM
$3.85B
$188 ﹤0.01%
2
-1
-33% -$107
VYX icon
1014
NCR Voyix
VYX
$1.09B
$188 ﹤0.01%
15
+7
+88% +$92
BKH icon
1015
Black Hills Corp
BKH
$5.62B
$185 ﹤0.01%
3
– –
CALX icon
1016
Calix
CALX
$2.4B
$184 ﹤0.01%
3
– –
RNST icon
1017
Renasant Corp
RNST
$3.9B
$184 ﹤0.01%
5
+3
+150% +$113
WERN icon
1018
Werner Enterprises
WERN
$2.2B
$184 ﹤0.01%
7
+2
+40% +$56
NWL icon
1019
Newell Brands
NWL
$2.51B
$183 ﹤0.01%
35
+17
+94% +$96
TGNA
1020
DELISTED
TEGNA Inc
TGNA
$183 ﹤0.01%
9
-1
-10% -$19
OI icon
1021
O-I Glass
OI
$1.08B
$182 ﹤0.01%
14
-1
-7% -$14
GPOR icon
1022
Gulfport Energy Corp
GPOR
$2.97B
$181 ﹤0.01%
1
-1
-50% -$174
HAYW icon
1023
Hayward Holdings
HAYW
$3.27B
$181 ﹤0.01%
12
– –
SDRL icon
1024
Seadrill
SDRL
$2.92B
$181 ﹤0.01%
6
+5
+500% +$152
AIR icon
1025
AAR Corp
AIR
$5.74B
$179 ﹤0.01%
2
– –
39 40
41
42 43

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HFM Investment Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, HFM Investment Advisors held 1,323 positions worth $246M, up 8.4% from $227M the previous quarter. Its ten largest holdings account for 96% of the portfolio.

HFM Investment Advisors's Q3 2025 filing shows 36 new, 294 increased, 381 reduced and 56 closed positions. Its largest new stake was MSC Income Fund Inc: 206 shares worth $2.71K. The largest sale was Dimensional US Core Equity 2 ETF, an estimated $245K.

By sector, the portfolio is most concentrated in Industrials at 1% of assets, up from 1% a quarter earlier, followed by Technology and Healthcare.

  • HFM Investment Advisors's largest Q3 2025 buy was MSC Income Fund Inc: 206 shares worth $2.71K.
  • HFM Investment Advisors added most to Dimensional Core Fixed Income ETF in Q3 2025, an estimated $3.83M increase.
  • HFM Investment Advisors's biggest Q3 2025 reduction was Dimensional US Core Equity 2 ETF, cutting an estimated $245K.
  • HFM Investment Advisors fully exited Hess in Q3 2025, selling an estimated $2.08K.
  • HFM Investment Advisors's ten largest holdings make up 96% of its $246M portfolio in Q3 2025.
  • HFM Investment Advisors opened 36 new positions and closed 56 in Q3 2025.
  • HFM Investment Advisors's portfolio value rose 8.4% quarter-over-quarter to $246M.

Based on HFM Investment Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.