HIA

HFM Investment Advisors Portfolio holdings

AUM $260M
1-Year Est. Return 15.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$246M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,323
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$1.01M
3
+$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

1
+$245K
2
+$213K
3
+$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

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
1101
$135 ﹤0.01%
1
-3
1102
$134 ﹤0.01%
2
1103
$134 ﹤0.01%
2
-1
1104
$132 ﹤0.01%
1
1105
$131 ﹤0.01%
2
-1
1106
$130 ﹤0.01%
3
+1
1107
$129 ﹤0.01%
2
1108
$129 ﹤0.01%
1
1109
$128 ﹤0.01%
+2
1110
$127 ﹤0.01%
10
1111
$126 ﹤0.01%
2
-1
1112
$126 ﹤0.01%
3
1113
$125 ﹤0.01%
2
+1
1114
$125 ﹤0.01%
19
+1
1115
$124 ﹤0.01%
2
1116
$123 ﹤0.01%
9
1117
$122 ﹤0.01%
4
1118
$121 ﹤0.01%
3
-1
1119
$120 ﹤0.01%
3
+2
1120
$120 ﹤0.01%
8
1121
$120 ﹤0.01%
2
1122
$120 ﹤0.01%
1
-1
1123
$118 ﹤0.01%
4
1124
$117 ﹤0.01%
2
1125
$117 ﹤0.01%
1
43 44
45
46 47