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
1051
$163 ﹤0.01%
6
+3
1052
$162 ﹤0.01%
3
1053
$162 ﹤0.01%
25
+19
1054
$161 ﹤0.01%
20
-1
1055
$160 ﹤0.01%
3
+2
1056
$160 ﹤0.01%
+2
1057
$159 ﹤0.01%
+4
1058
$159 ﹤0.01%
2
+1
1059
$158 ﹤0.01%
9
+7
1060
$158 ﹤0.01%
5
+3
1061
$157 ﹤0.01%
23
+20
1062
$155 ﹤0.01%
2
+1
1063
$154 ﹤0.01%
3
1064
$154 ﹤0.01%
+12
1065
$153 ﹤0.01%
2
+1
1066
$152 ﹤0.01%
1
1067
$152 ﹤0.01%
13
+7
1068
$152 ﹤0.01%
18
+11
1069
$151 ﹤0.01%
+7
1070
$147 ﹤0.01%
14
+8
1071
$147 ﹤0.01%
7
+4
1072
$147 ﹤0.01%
+4
1073
$146 ﹤0.01%
6
+1
1074
$146 ﹤0.01%
5
+3
1075
$145 ﹤0.01%
+1
41 42
43
44 45