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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
+5.64%
1 Year Est. Return
+18.43%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$246M
AUM Growth
+$19M
Cap. Flow
+$6.15M
Cap. Flow %
2.5%
Top 10 Hldgs %
95.59%
Holding
1,323
New
36
Increased
294
Reduced
381
Closed
56

Top Buys

Rank Stock Value
1
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$3.83M
2
DFGX icon
Dimensional International Core Fixed Income ETF
DFGX
+$1.01M
3
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$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

Rank Stock Value
1
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$245K
2
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$213K
3
JSCP icon
JPMorgan Short Duration Core Plus ETF
JSCP
+$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

Rank Sector Weight
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
SAH icon
1076
Sonic Automotive
SAH
$2.53B
$152 ﹤0.01%
2
– –
PBF icon
1077
PBF Energy
PBF
$7.86B
$151 ﹤0.01%
5
+3
+150% +$78
WAFD icon
1078
WaFd
WAFD
$2.76B
$151 ﹤0.01%
5
– –
CARG icon
1079
CarGurus
CARG
$3.35B
$149 ﹤0.01%
4
-2
-33% -$68
IOT icon
1080
Samsara
IOT
$23.2B
$149 ﹤0.01%
4
– –
FIZZ icon
1081
National Beverage
FIZZ
$2.91B
$148 ﹤0.01%
4
-2
-33% -$87
BTSG icon
1082
BrightSpring Health Services
BTSG
$12.2B
$148 ﹤0.01%
+5
New +$116
AWR icon
1083
American States Water
AWR
$3.43B
$147 ﹤0.01%
2
– –
STC icon
1084
Stewart Information Services
STC
$2.01B
$147 ﹤0.01%
2
+1
+100% +$69
TFSL icon
1085
TFS Financial
TFSL
$4.83B
$145 ﹤0.01%
11
– –
WMK icon
1086
Weis Markets
WMK
$1.78B
$144 ﹤0.01%
2
– –
MC icon
1087
Moelis & Co
MC
$4.72B
$143 ﹤0.01%
2
+1
+100% +$71
BIIB icon
1088
Biogen
BIIB
$30.6B
$140 ﹤0.01%
1
-1
-50% -$135
CNK icon
1089
Cinemark Holdings
CNK
$4.38B
$140 ﹤0.01%
5
-4
-44% -$110
LEVI icon
1090
Levi Strauss
LEVI
$9.09B
$140 ﹤0.01%
6
– –
RVMD icon
1091
Revolution Medicines
RVMD
$44.4B
$140 ﹤0.01%
3
-1
-25% -$39
INSW icon
1092
International Seaways
INSW
$4.48B
$138 ﹤0.01%
3
– –
TOWN icon
1093
Towne Bank
TOWN
$3.4B
$138 ﹤0.01%
4
– –
LZB icon
1094
La-Z-Boy
LZB
$1.66B
$137 ﹤0.01%
4
+2
+100% +$73
SYNA icon
1095
Synaptics
SYNA
$4.09B
$137 ﹤0.01%
2
+1
+100% +$68
BIRK icon
1096
Birkenstock
BIRK
$7.3B
$136 ﹤0.01%
3
+1
+50% +$49
VSXY
1097
Victoria's Secret
VSXY
$7.95B
$136 ﹤0.01%
5
+3
+150% +$67
ATMU icon
1098
Atmus Filtration Technologies
ATMU
$4.05B
$135 ﹤0.01%
3
– –
CPK icon
1099
Chesapeake Utilities
CPK
$3.19B
$135 ﹤0.01%
+1
New +$124
FMC icon
1100
FMC
FMC
$1.31B
$135 ﹤0.01%
4
+2
+100% +$78
42 43
44
45 46

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HFM Investment Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, HFM Investment Advisors held 1,323 positions worth $246M, up 8.4% from $227M the previous quarter. Its ten largest holdings account for 96% of the portfolio.

HFM Investment Advisors's Q3 2025 filing shows 36 new, 294 increased, 381 reduced and 56 closed positions. Its largest new stake was MSC Income Fund Inc: 206 shares worth $2.71K. The largest sale was Dimensional US Core Equity 2 ETF, an estimated $245K.

By sector, the portfolio is most concentrated in Industrials at 1% of assets, up from 1% a quarter earlier, followed by Technology and Healthcare.

  • HFM Investment Advisors's largest Q3 2025 buy was MSC Income Fund Inc: 206 shares worth $2.71K.
  • HFM Investment Advisors added most to Dimensional Core Fixed Income ETF in Q3 2025, an estimated $3.83M increase.
  • HFM Investment Advisors's biggest Q3 2025 reduction was Dimensional US Core Equity 2 ETF, cutting an estimated $245K.
  • HFM Investment Advisors fully exited Hess in Q3 2025, selling an estimated $2.08K.
  • HFM Investment Advisors's ten largest holdings make up 96% of its $246M portfolio in Q3 2025.
  • HFM Investment Advisors opened 36 new positions and closed 56 in Q3 2025.
  • HFM Investment Advisors's portfolio value rose 8.4% quarter-over-quarter to $246M.

Based on HFM Investment Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.