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
1051
$167 ﹤0.01%
2
-3
1052
$166 ﹤0.01%
2
-1
1053
$166 ﹤0.01%
5
1054
$165 ﹤0.01%
22
+9
1055
$164 ﹤0.01%
1
1056
$164 ﹤0.01%
3
-2
1057
$164 ﹤0.01%
2
-1
1058
$163 ﹤0.01%
1
-1
1059
$163 ﹤0.01%
2
-1
1060
$162 ﹤0.01%
2
+1
1061
$161 ﹤0.01%
12
1062
$160 ﹤0.01%
3
+2
1063
$160 ﹤0.01%
2
-1
1064
$159 ﹤0.01%
7
-12
1065
$158 ﹤0.01%
4
-4
1066
$157 ﹤0.01%
2
-1
1067
$157 ﹤0.01%
3
1068
$157 ﹤0.01%
3
1069
$155 ﹤0.01%
2
1070
$155 ﹤0.01%
3
-2
1071
$155 ﹤0.01%
2
-1
1072
$155 ﹤0.01%
+2
1073
$152 ﹤0.01%
6
1074
$152 ﹤0.01%
2
-1
1075
$152 ﹤0.01%
2
41 42
43
44 45