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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
-0.16%
1 Year Est. Return
+18.43%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$260M
AUM Growth
+$4.23M
Cap. Flow
+$5.15M
Cap. Flow %
1.98%
Top 10 Hldgs %
94.93%
Holding
1,320
New
40
Increased
313
Reduced
345
Closed
114

Top Buys

Rank Stock Value
1
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$3.02M
2
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$1.53M
3
DFGX icon
Dimensional International Core Fixed Income ETF
DFGX
+$1.06M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$658K
5
DFGP icon
Dimensional Global Core Plus Fixed Income ETF
DFGP
+$543K

Top Sells

Rank Stock Value
1
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$933K
2
DFNM icon
Dimensional National Municipal Bond ETF
DFNM
+$414K
3
AOA icon
iShares Core 80/20 Aggressive Allocation ETF
AOA
+$277K
4
META icon
Meta Platforms (Facebook)
META
+$78.8K
5
MSFT icon
Microsoft
MSFT
+$67K

Sector Composition

Rank Sector Weight
1 Industrials 1.09%
2 Technology 0.89%
3 Healthcare 0.81%
4 Energy 0.33%
5 Consumer Discretionary 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SAH icon
1076
Sonic Automotive
SAH
$2.53B
$137 ﹤0.01%
2
– –
ENVA icon
1077
Enova International
ENVA
$6.29B
$136 ﹤0.01%
1
– –
EPAM icon
1078
EPAM Systems
EPAM
$5.02B
$135 ﹤0.01%
1
– –
FIZZ icon
1079
National Beverage
FIZZ
$2.91B
$135 ﹤0.01%
4
+2
+100% +$69
TOWN icon
1080
Towne Bank
TOWN
$3.4B
$135 ﹤0.01%
4
– –
RDDT icon
1081
Reddit
RDDT
$30.5B
$135 ﹤0.01%
+1
New +$170
GEF icon
1082
Greif
GEF
$4.97B
$134 ﹤0.01%
2
– –
GEN icon
1083
Gen Digital
GEN
$17.5B
$132 ﹤0.01%
7
-29
-81% -$671
EXPO icon
1084
Exponent
EXPO
$3.28B
$131 ﹤0.01%
2
-1
-33% -$71
CENTA icon
1085
Central Garden & Pet Co Class A
CENTA
$2.39B
$130 ﹤0.01%
4
– –
ICUI icon
1086
ICU Medical
ICUI
$4.56B
$129 ﹤0.01%
1
-1
-50% -$144
LBTYK icon
1087
Liberty Global Class C
LBTYK
$3.41B
$129 ﹤0.01%
11
– –
RUSHB icon
1088
Rush Enterprises Class B
RUSHB
$6.06B
$129 ﹤0.01%
2
– –
TR icon
1089
Tootsie Roll Industries
TR
$2.97B
$128 ﹤0.01%
3
– –
HHH icon
1090
Howard Hughes
HHH
$3.91B
$127 ﹤0.01%
2
– –
BSX icon
1091
Boston Scientific
BSX
$73.1B
$126 ﹤0.01%
2
-15
-88% -$1.2K
CPK icon
1092
Chesapeake Utilities
CPK
$3.18B
$126 ﹤0.01%
1
– –
CNS icon
1093
Cohen & Steers
CNS
$4.22B
$125 ﹤0.01%
2
+1
+100% +$65
BANR icon
1094
Banner Corp
BANR
$2.43B
$121 ﹤0.01%
2
– –
SBCF icon
1095
Seacoast Banking Corp of Florida
SBCF
$3.37B
$121 ﹤0.01%
4
– –
AVA icon
1096
Avista
AVA
$3.2B
$120 ﹤0.01%
3
– –
DLB icon
1097
Dolby
DLB
$5.82B
$120 ﹤0.01%
2
-2
-50% -$126
ATKR icon
1098
Atkore
ATKR
$3.17B
$118 ﹤0.01%
2
– –
CWEN icon
1099
Clearway Energy Class C
CWEN
$6.78B
$118 ﹤0.01%
3
– –
HTO
1100
H2O America
HTO
$2.56B
$117 ﹤0.01%
2
– –
42 43
44
45 46

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HFM Investment Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, HFM Investment Advisors held 1,320 positions worth $260M, up 1.7% from $256M the previous quarter. Its ten largest holdings account for 95% of the portfolio.

HFM Investment Advisors's Q1 2026 filing shows 40 new, 313 increased, 345 reduced and 114 closed positions. Its largest new stake was Sonida Senior Living: 1,991 shares worth $64.2K. The largest sale was Dimensional World ex US Core Equity 2 ETF, an estimated $933K.

By sector, the portfolio is most concentrated in Industrials at 1.1% of assets, up from 1.1% a quarter earlier, followed by Technology and Healthcare.

  • HFM Investment Advisors's largest Q1 2026 buy was Sonida Senior Living: 1,991 shares worth $64.2K.
  • HFM Investment Advisors added most to Dimensional Core Fixed Income ETF in Q1 2026, an estimated $3.02M increase.
  • HFM Investment Advisors's biggest Q1 2026 reduction was Dimensional World ex US Core Equity 2 ETF, cutting an estimated $933K.
  • HFM Investment Advisors fully exited DoorDash in Q1 2026, selling an estimated $6.57K.
  • HFM Investment Advisors's ten largest holdings make up 95% of its $260M portfolio in Q1 2026.
  • HFM Investment Advisors opened 40 new positions and closed 114 in Q1 2026.
  • HFM Investment Advisors's portfolio value rose 1.7% quarter-over-quarter to $260M.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.