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
1026
$177 ﹤0.01%
4
+2
1027
$177 ﹤0.01%
3
+2
1028
$176 ﹤0.01%
9
+6
1029
$176 ﹤0.01%
8
+5
1030
$174 ﹤0.01%
2
+1
1031
$174 ﹤0.01%
14
+3
1032
$174 ﹤0.01%
4
+1
1033
$173 ﹤0.01%
6
+3
1034
$172 ﹤0.01%
4
-1
1035
$171 ﹤0.01%
3
1036
$171 ﹤0.01%
7
+4
1037
$171 ﹤0.01%
3
+2
1038
$170 ﹤0.01%
3
+2
1039
$170 ﹤0.01%
+2
1040
$170 ﹤0.01%
6
+4
1041
$168 ﹤0.01%
3
+2
1042
$168 ﹤0.01%
19
+17
1043
$168 ﹤0.01%
39
+37
1044
$168 ﹤0.01%
2
+1
1045
$168 ﹤0.01%
6
+5
1046
$168 ﹤0.01%
10
+8
1047
$166 ﹤0.01%
12
+7
1048
$166 ﹤0.01%
8
+6
1049
$165 ﹤0.01%
5
+4
1050
$163 ﹤0.01%
3
+1
40 41
42
43 44