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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
-0.39%
1 Year Est. Return
+18.43%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$206M
AUM Growth
–
Cap. Flow
+$352M
Cap. Flow %
170.87%
Top 10 Hldgs %
96.51%
Holding
1,189
New
1,188
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
VT icon
Vanguard Total World Stock ETF
VT
+$143M
2
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$94.3M
3
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$43.6M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$29.2M
5
DFNM icon
Dimensional National Municipal Bond ETF
DFNM
+$17.5M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
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
AIR icon
1026
AAR Corp
AIR
$5.74B
$56 ﹤0.01%
+1
New +$66
ALRM icon
1027
Alarm.com
ALRM
$2.79B
$56 ﹤0.01%
+1
New +$60
WSC icon
1028
WillScot Mobile Mini Holdings
WSC
$4.18B
$56 ﹤0.01%
+2
New +$68
SWI
1029
DELISTED
SolarWinds Corporation Common Stock
SWI
$56 ﹤0.01%
+3
New +$50
AMKR icon
1030
Amkor Technology
AMKR
$13.1B
$55 ﹤0.01%
+3
New +$68
GEF icon
1031
Greif
GEF
$4.97B
$55 ﹤0.01%
+1
New +$59
RHI icon
1032
Robert Half
RHI
$4.37B
$55 ﹤0.01%
+1
New +$61
HTO
1033
H2O America
HTO
$2.56B
$55 ﹤0.01%
+1
New +$51
SMG icon
1034
ScottsMiracle-Gro
SMG
$3.63B
$55 ﹤0.01%
+1
New +$65
XYZ
1035
Block Inc
XYZ
$47.5B
$55 ﹤0.01%
+1
New +$75
DAN icon
1036
Dana Inc
DAN
$3.21B
$54 ﹤0.01%
+4
New +$58
LFST icon
1037
Lifestance Health
LFST
$4.55B
$54 ﹤0.01%
+8
New +$61
REZI icon
1038
Resideo Technologies
REZI
$3.67B
$54 ﹤0.01%
+3
New +$62
WFRD icon
1039
Weatherford International
WFRD
$6.66B
$54 ﹤0.01%
+1
New +$63
SNAP icon
1040
Snap
SNAP
$9.05B
$53 ﹤0.01%
+6
New +$63
TBBK icon
1041
The Bancorp
TBBK
$2.81B
$53 ﹤0.01%
+1
New +$56
CWK icon
1042
Cushman & Wakefield Ltd
CWK
$3.12B
$52 ﹤0.01%
+5
New +$61
KNTK icon
1043
Kinetik
KNTK
$8.32B
$52 ﹤0.01%
+1
New +$59
NVST icon
1044
Envista
NVST
$4.53B
$52 ﹤0.01%
+3
New +$58
PRGS icon
1045
Progress Software
PRGS
$1.78B
$52 ﹤0.01%
+1
New +$57
RMBS icon
1046
Rambus
RMBS
$10.4B
$52 ﹤0.01%
+1
New +$59
LUMN icon
1047
Lumen
LUMN
$6.85B
$51 ﹤0.01%
+13
New +$65
SEM
1048
DELISTED
Select Medical
SEM
$51 ﹤0.01%
+3
New +$55
WOR icon
1049
Worthington Enterprises
WOR
$2.79B
$51 ﹤0.01%
+1
New +$42
CNK icon
1050
Cinemark Holdings
CNK
$4.38B
$50 ﹤0.01%
+2
New +$56
40 41
42
43 44

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HFM Investment Advisors's Q1 2025 Portfolio in Review

Q1 2025 is the first quarter with a 13F filing on record for HFM Investment Advisors, which disclosed 1,189 positions worth $206M. Its ten largest holdings account for 97% of the portfolio.

Its largest position is Vanguard Total World Stock ETF: 1,196,406 shares worth $1.24M.

By sector, the portfolio is most concentrated in Industrials at 0.87% of assets, followed by Healthcare and Technology.

  • HFM Investment Advisors's largest Q1 2025 buy was Vanguard Total World Stock ETF: 1,196,406 shares worth $1.24M.
  • HFM Investment Advisors's ten largest holdings make up 97% of its $206M portfolio in Q1 2025.
  • HFM Investment Advisors disclosed 1,189 positions in Q1 2025, its first 13F filing on record.

Based on HFM Investment Advisors's 13F filing for Q1 2025, filed 16 May 2025.