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
1051
$50 ﹤0.01%
+2
1052
$50 ﹤0.01%
+4
1053
$49 ﹤0.01%
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1054
$49 ﹤0.01%
+1
1055
$48 ﹤0.01%
+1
1056
$48 ﹤0.01%
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1057
$48 ﹤0.01%
+3
1058
$48 ﹤0.01%
+1
1059
$48 ﹤0.01%
+3
1060
$48 ﹤0.01%
+4
1061
$47 ﹤0.01%
+1
1062
$47 ﹤0.01%
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1063
$47 ﹤0.01%
+4
1064
$47 ﹤0.01%
+1
1065
$46 ﹤0.01%
+1
1066
$46 ﹤0.01%
+2
1067
$46 ﹤0.01%
+2
1068
$46 ﹤0.01%
+1
1069
$46 ﹤0.01%
+1
1070
$45 ﹤0.01%
+4
1071
$45 ﹤0.01%
+3
1072
$45 ﹤0.01%
+5
1073
$45 ﹤0.01%
+1
1074
$45 ﹤0.01%
+3
1075
$44 ﹤0.01%
+1
41 42
43
44 45