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
1076
$145 ﹤0.01%
13
+11
1077
$145 ﹤0.01%
2
+1
1078
$143 ﹤0.01%
3
+2
1079
$143 ﹤0.01%
+1
1080
$143 ﹤0.01%
9
+6
1081
$142 ﹤0.01%
11
+7
1082
$141 ﹤0.01%
+1
1083
$140 ﹤0.01%
2
+1
1084
$140 ﹤0.01%
24
+17
1085
$138 ﹤0.01%
2
+1
1086
$137 ﹤0.01%
4
+2
1087
$137 ﹤0.01%
5
+3
1088
$137 ﹤0.01%
+2
1089
$137 ﹤0.01%
4
+3
1090
$136 ﹤0.01%
3
+2
1091
$136 ﹤0.01%
3
+2
1092
$136 ﹤0.01%
3
+2
1093
$135 ﹤0.01%
13
+6
1094
$135 ﹤0.01%
3
1095
$134 ﹤0.01%
4
+2
1096
$133 ﹤0.01%
4
-2
1097
$132 ﹤0.01%
6
+3
1098
$132 ﹤0.01%
+1
1099
$132 ﹤0.01%
3
+2
1100
$131 ﹤0.01%
3
+2
42 43
44
45 46