HIA

HFM Investment Advisors Portfolio holdings

AUM $256M
1-Year Est. Return 15.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$227M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,329
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$3.93M
3
+$256K
4
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$196K
5
AOA icon
iShares Core 80/20 Aggressive Allocation ETF
AOA
+$88.4K

Top Sells

1
+$142M
2
+$5.28M
3
+$3.34M
4
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$2.73M
5
DFGX icon
Dimensional ETF Trust Dimensional International Core Fixed Income ETF
DFGX
+$2.18M

Sector Composition

1 Industrials 1.01%
2 Technology 0.77%
3 Healthcare 0.61%
4 Utilities 0.25%
5 Energy 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
$130 ﹤0.01%
2
+1
1102
$130 ﹤0.01%
10
+9
1103
$128 ﹤0.01%
2
+1
1104
$128 ﹤0.01%
4
+3
1105
$128 ﹤0.01%
4
+3
1106
$126 ﹤0.01%
5
+4
1107
$126 ﹤0.01%
11
+7
1108
$125 ﹤0.01%
4
+3
1109
$125 ﹤0.01%
2
1110
$125 ﹤0.01%
2
+1
1111
$122 ﹤0.01%
3
+1
1112
$121 ﹤0.01%
9
+7
1113
$121 ﹤0.01%
2
+1
1114
$120 ﹤0.01%
2
+1
1115
$118 ﹤0.01%
1
1116
$117 ﹤0.01%
2
+1
1117
$116 ﹤0.01%
8
+5
1118
$116 ﹤0.01%
1
1119
$115 ﹤0.01%
3
+1
1120
$115 ﹤0.01%
5
+3
1121
$114 ﹤0.01%
4
+3
1122
$113 ﹤0.01%
4
+3
1123
$113 ﹤0.01%
13
+7
1124
$113 ﹤0.01%
2
-1
1125
$112 ﹤0.01%
+1
43 44
45
46 47