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
1076
$44 ﹤0.01%
+1
1077
$44 ﹤0.01%
+9
1078
$44 ﹤0.01%
+1
1079
$44 ﹤0.01%
+2
1080
$43 ﹤0.01%
+1
1081
$43 ﹤0.01%
+2
1082
$42 ﹤0.01%
+1
1083
$41 ﹤0.01%
+1
1084
$40 ﹤0.01%
+1
1085
$39 ﹤0.01%
+1
1086
$39 ﹤0.01%
+1
1087
$39 ﹤0.01%
+2
1088
$38 ﹤0.01%
+1
1089
$38 ﹤0.01%
+1
1090
$38 ﹤0.01%
+1
1091
$37 ﹤0.01%
+1
1092
$37 ﹤0.01%
+1
1093
$37 ﹤0.01%
+1
1094
$37 ﹤0.01%
+5
1095
$37 ﹤0.01%
+2
1096
$36 ﹤0.01%
+1
1097
$36 ﹤0.01%
+6
1098
$35 ﹤0.01%
+2
1099
$35 ﹤0.01%
+3
1100
$34 ﹤0.01%
+1
42 43
44
45 46