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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
EXAS
1076
DELISTED
Exact Sciences
EXAS
$44 ﹤0.01%
+1
New +$51
JBLU icon
1077
JetBlue
JBLU
$2.13B
$44 ﹤0.01%
+9
New +$59
LAZ icon
1078
Lazard
LAZ
$4.16B
$44 ﹤0.01%
+1
New +$50
OII icon
1079
Oceaneering
OII
$5.09B
$44 ﹤0.01%
+2
New +$47
GH icon
1080
Guardant Health
GH
$22.4B
$43 ﹤0.01%
+1
New +$43
KMT icon
1081
Kennametal
KMT
$2.41B
$43 ﹤0.01%
+2
New +$45
AVA icon
1082
Avista
AVA
$3.2B
$42 ﹤0.01%
+1
New +$38
PII icon
1083
Polaris
PII
$3.97B
$41 ﹤0.01%
+1
New +$48
NGVT icon
1084
Ingevity
NGVT
$2.65B
$40 ﹤0.01%
+1
New +$44
BKE icon
1085
Buckle
BKE
$2.4B
$39 ﹤0.01%
+1
New +$43
FTDR icon
1086
Frontdoor
FTDR
$5.78B
$39 ﹤0.01%
+1
New +$51
PBF icon
1087
PBF Energy
PBF
$7.86B
$39 ﹤0.01%
+2
New +$50
KGS icon
1088
Kodiak Gas Services
KGS
$6.21B
$38 ﹤0.01%
+1
New +$43
TEX icon
1089
Terex
TEX
$7.58B
$38 ﹤0.01%
+1
New +$44
YELP icon
1090
Yelp
YELP
$1.35B
$38 ﹤0.01%
+1
New +$38
ATMU icon
1091
Atmus Filtration Technologies
ATMU
$4.05B
$37 ﹤0.01%
+1
New +$39
CENT icon
1092
Central Garden & Pet Co
CENT
$2.75B
$37 ﹤0.01%
+1
New +$37
FG icon
1093
F&G Annuities & Life
FG
$3.55B
$37 ﹤0.01%
+1
New +$42
PAYO icon
1094
Payoneer
PAYO
$2.4B
$37 ﹤0.01%
+5
New +$47
TGNA
1095
DELISTED
TEGNA Inc
TGNA
$37 ﹤0.01%
+2
New +$36
CALX icon
1096
Calix
CALX
$2.4B
$36 ﹤0.01%
+1
New +$37
UA icon
1097
Under Armour Class C
UA
$2.42B
$36 ﹤0.01%
+6
New +$41
DRVN icon
1098
Driven Brands
DRVN
$2.07B
$35 ﹤0.01%
+2
New +$33
OI icon
1099
O-I Glass
OI
$1.08B
$35 ﹤0.01%
+3
New +$34
DOCN icon
1100
DigitalOcean
DOCN
$15.3B
$34 ﹤0.01%
+1
New +$39
42 43
44
45 46

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ONPI
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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.