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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
GTX icon
1101
Garrett Motion
GTX
$5.41B
$34 ﹤0.01%
+4
New +$37
HRMY icon
1102
Harmony Biosciences
HRMY
$2.27B
$34 ﹤0.01%
+1
New +$36
INSW icon
1103
International Seaways
INSW
$4.48B
$34 ﹤0.01%
+1
New +$37
PLUG icon
1104
Plug Power
PLUG
$2.94B
$34 ﹤0.01%
+25
New +$48
RNST icon
1105
Renasant Corp
RNST
$3.9B
$34 ﹤0.01%
+1
New +$36
AVTR icon
1106
Avantor
AVTR
$9.29B
$33 ﹤0.01%
+2
New +$38
CENTA icon
1107
Central Garden & Pet Co Class A
CENTA
$2.39B
$33 ﹤0.01%
+1
New +$32
COTY icon
1108
Coty
COTY
$2.51B
$33 ﹤0.01%
+6
New +$38
HLIO icon
1109
Helios Technologies
HLIO
$2.69B
$33 ﹤0.01%
+1
New +$40
AAL icon
1110
American Airlines Group
AAL
$9.93B
$32 ﹤0.01%
+3
New +$45
LEVI icon
1111
Levi Strauss
LEVI
$9.09B
$32 ﹤0.01%
+2
New +$35
TR icon
1112
Tootsie Roll Industries
TR
$2.97B
$32 ﹤0.01%
+1
New +$30
CWEN icon
1113
Clearway Energy Class C
CWEN
$6.78B
$31 ﹤0.01%
+1
New +$27
KN icon
1114
Knowles
KN
$3.27B
$31 ﹤0.01%
+2
New +$36
AGIO icon
1115
Agios Pharmaceuticals
AGIO
$1.95B
$30 ﹤0.01%
+1
New +$33
CARG icon
1116
CarGurus
CARG
$3.35B
$30 ﹤0.01%
+1
New +$35
PHUN icon
1117
Phunware
PHUN
$41.7M
$30 ﹤0.01%
+10
New +$38
SM icon
1118
SM Energy
SM
$7.55B
$30 ﹤0.01%
+1
New +$36
VCYT icon
1119
Veracyte
VCYT
$3.72B
$30 ﹤0.01%
+1
New +$38
VYX icon
1120
NCR Voyix
VYX
$1.09B
$30 ﹤0.01%
+3
New +$35
CWEN.A
1121
DELISTED
Clearway Energy Class A
CWEN.A
$29 ﹤0.01%
+1
New +$26
FA icon
1122
First Advantage
FA
$4.05B
$29 ﹤0.01%
+2
New +$34
FL
1123
DELISTED
Foot Locker
FL
$29 ﹤0.01%
+2
New +$37
FORM icon
1124
FormFactor
FORM
$8.79B
$29 ﹤0.01%
+1
New +$37
MQ icon
1125
Marqeta
MQ
$1.62B
$29 ﹤0.01%
+2
New +$32
43 44
45
46 47

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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.