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
1026
$178 ﹤0.01%
9
-17
1027
$178 ﹤0.01%
3
1028
$178 ﹤0.01%
5
-4
1029
$176 ﹤0.01%
3
1030
$176 ﹤0.01%
2
-2
1031
$176 ﹤0.01%
3
1032
$175 ﹤0.01%
1
1033
$174 ﹤0.01%
1
-1
1034
$173 ﹤0.01%
7
-1
1035
$173 ﹤0.01%
13
1036
$172 ﹤0.01%
2
1037
$172 ﹤0.01%
+2
1038
$172 ﹤0.01%
4
1039
$172 ﹤0.01%
2
1040
$171 ﹤0.01%
2
+1
1041
$170 ﹤0.01%
6
+2
1042
$169 ﹤0.01%
8
-1
1043
$169 ﹤0.01%
8
-4
1044
$168 ﹤0.01%
2
1045
$167 ﹤0.01%
3
1046
$167 ﹤0.01%
2
1047
$167 ﹤0.01%
3
1048
$167 ﹤0.01%
+1
1049
$167 ﹤0.01%
1
-1
1050
$167 ﹤0.01%
2
-1
40 41
42
43 44