HIA

HFM Investment Advisors Portfolio holdings

AUM $246M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$206M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,189
New
Increased
Reduced
Closed

Top Buys

1
+$89.6M
2
+$44M
3
+$29.4M
4
DFNM icon
Dimensional National Municipal Bond ETF
DFNM
+$17.3M
5
DFGX icon
Dimensional Global ex US Core Fixed Income ETF
DFGX
+$9.95M

Top Sells

No sells this quarter

Sector Composition

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
1101
$34 ﹤0.01%
+1
1102
$34 ﹤0.01%
+4
1103
$34 ﹤0.01%
+1
1104
$34 ﹤0.01%
+1
1105
$34 ﹤0.01%
+25
1106
$33 ﹤0.01%
+2
1107
$33 ﹤0.01%
+1
1108
$33 ﹤0.01%
+6
1109
$33 ﹤0.01%
+1
1110
$32 ﹤0.01%
+3
1111
$32 ﹤0.01%
+2
1112
$32 ﹤0.01%
+1
1113
$31 ﹤0.01%
+1
1114
$31 ﹤0.01%
+2
1115
$30 ﹤0.01%
+1
1116
$30 ﹤0.01%
+1
1117
$30 ﹤0.01%
+10
1118
$30 ﹤0.01%
+1
1119
$30 ﹤0.01%
+1
1120
$30 ﹤0.01%
+3
1121
$29 ﹤0.01%
+1
1122
$29 ﹤0.01%
+2
1123
$29 ﹤0.01%
+2
1124
$29 ﹤0.01%
+1
1125
$29 ﹤0.01%
+7
43 44
45
46 47