HIA

HFM Investment Advisors Portfolio holdings

AUM $246M
This Quarter Est. Return
1 Year Est. Return
–
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
1026
$56 ﹤0.01%
+1
1027
$56 ﹤0.01%
+1
1028
$56 ﹤0.01%
+3
1029
$56 ﹤0.01%
+2
1030
$55 ﹤0.01%
+3
1031
$55 ﹤0.01%
+1
1032
$55 ﹤0.01%
+1
1033
$55 ﹤0.01%
+1
1034
$55 ﹤0.01%
+1
1035
$55 ﹤0.01%
+1
1036
$54 ﹤0.01%
+4
1037
$54 ﹤0.01%
+8
1038
$54 ﹤0.01%
+3
1039
$54 ﹤0.01%
+1
1040
$53 ﹤0.01%
+6
1041
$53 ﹤0.01%
+1
1042
$52 ﹤0.01%
+5
1043
$52 ﹤0.01%
+1
1044
$52 ﹤0.01%
+3
1045
$52 ﹤0.01%
+1
1046
$52 ﹤0.01%
+1
1047
$51 ﹤0.01%
+13
1048
$51 ﹤0.01%
+3
1049
$51 ﹤0.01%
+1
1050
$50 ﹤0.01%
+1
40 41
42
43 44