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
1076
$152 ﹤0.01%
+8
1077
$151 ﹤0.01%
5
+3
1078
$151 ﹤0.01%
5
1079
$149 ﹤0.01%
4
-2
1080
$149 ﹤0.01%
4
1081
$148 ﹤0.01%
4
-2
1082
$148 ﹤0.01%
+5
1083
$147 ﹤0.01%
2
1084
$147 ﹤0.01%
2
+1
1085
$145 ﹤0.01%
11
1086
$144 ﹤0.01%
2
1087
$143 ﹤0.01%
2
+1
1088
$140 ﹤0.01%
1
-1
1089
$140 ﹤0.01%
5
-4
1090
$140 ﹤0.01%
6
1091
$140 ﹤0.01%
3
-1
1092
$138 ﹤0.01%
3
1093
$138 ﹤0.01%
4
1094
$137 ﹤0.01%
4
+2
1095
$137 ﹤0.01%
2
+1
1096
$136 ﹤0.01%
3
+1
1097
$136 ﹤0.01%
5
+3
1098
$135 ﹤0.01%
3
1099
$135 ﹤0.01%
+1
1100
$135 ﹤0.01%
4
+2
42 43
44
45 46