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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
RDNT icon
1051
RadNet
RDNT
$6.08B
$50 ﹤0.01%
+1
New +$59
TFSL icon
1052
TFS Financial
TFSL
$4.83B
$50 ﹤0.01%
+4
New +$51
CAKE icon
1053
Cheesecake Factory
CAKE
$5.53B
$49 ﹤0.01%
+1
New +$51
CWT icon
1054
California Water Service
CWT
$3.06B
$49 ﹤0.01%
+1
New +$45
ETSY icon
1055
Etsy
ETSY
$7.38B
$48 ﹤0.01%
+1
New +$51
LBRT icon
1056
Liberty Energy
LBRT
$3.45B
$48 ﹤0.01%
+3
New +$54
LBTYK icon
1057
Liberty Global Class C
LBTYK
$3.41B
$48 ﹤0.01%
+4
New +$48
SGRY icon
1058
Surgery Partners
SGRY
$2.09B
$48 ﹤0.01%
+2
New +$47
VSH icon
1059
Vishay Intertechnology
VSH
$5.08B
$48 ﹤0.01%
+3
New +$51
SNDK
1060
Sandisk
SNDK
$181B
$48 ﹤0.01%
+1
New +$50
FBK icon
1061
FB Financial Corp
FBK
$3.04B
$47 ﹤0.01%
+1
New +$50
JOE icon
1062
St. Joe Company
JOE
$3.77B
$47 ﹤0.01%
+1
New +$47
LBTYA icon
1063
Liberty Global Class A
LBTYA
$3.46B
$47 ﹤0.01%
+4
New +$47
TNL icon
1064
Travel + Leisure Co
TNL
$4.5B
$47 ﹤0.01%
+1
New +$52
ASO icon
1065
Academy Sports + Outdoors
ASO
$3.09B
$46 ﹤0.01%
+1
New +$51
SNDR icon
1066
Schneider National
SNDR
$6.18B
$46 ﹤0.01%
+2
New +$54
VRRM icon
1067
Verra Mobility
VRRM
$720M
$46 ﹤0.01%
+2
New +$48
WHD icon
1068
Cactus
WHD
$5.7B
$46 ﹤0.01%
+1
New +$55
PRKS icon
1069
United Parks & Resorts
PRKS
$2.07B
$46 ﹤0.01%
+1
New +$52
CLBK icon
1070
Columbia Financial
CLBK
$1.12B
$45 ﹤0.01%
+3
New +$46
SEGG
1071
Sports Entertainment Gaming Global Corp
SEGG
$8.15M
$45 ﹤0.01%
+1
New +$65
P
1072
Everpure Inc
P
$32.6B
$45 ﹤0.01%
+1
New +$60
VIAV icon
1073
Viavi Solutions
VIAV
$9.18B
$45 ﹤0.01%
+4
New +$45
XRAY icon
1074
Dentsply Sirona
XRAY
$2.34B
$45 ﹤0.01%
+3
New +$53
DIOD icon
1075
Diodes
DIOD
$4.65B
$44 ﹤0.01%
+1
New +$54
41 42
43
44 45

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HMP
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4WM
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A
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FFL
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MAG
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CCM
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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.