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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
RIG icon
1126
Transocean
RIG
$6.33B
$29 ﹤0.01%
+9
New +$32
BTU icon
1127
Peabody Energy
BTU
$3B
$28 ﹤0.01%
+2
New +$32
NCNO icon
1128
nCino
NCNO
$2.08B
$28 ﹤0.01%
+1
New +$32
THS
1129
DELISTED
Treehouse Foods
THS
$28 ﹤0.01%
+1
New +$32
HP icon
1130
Helmerich & Payne
HP
$4.18B
$27 ﹤0.01%
+1
New +$29
LOB icon
1131
Live Oak Bancshares
LOB
$1.95B
$27 ﹤0.01%
+1
New +$33
RAMP icon
1132
LiveRamp
RAMP
$2.3B
$27 ﹤0.01%
+1
New +$31
ALGM icon
1133
Allegro MicroSystems
ALGM
$7.91B
$26 ﹤0.01%
+1
New +$25
NAVI icon
1134
Navient
NAVI
$796M
$26 ﹤0.01%
+2
New +$27
SBCF icon
1135
Seacoast Banking Corp of Florida
SBCF
$3.37B
$26 ﹤0.01%
+1
New +$27
YOU icon
1136
Clear Secure
YOU
$5.27B
$26 ﹤0.01%
+1
New +$25
HI
1137
DELISTED
Hillenbrand
HI
$25 ﹤0.01%
+1
New +$30
NWBI icon
1138
Northwest Bancshares
NWBI
$2.27B
$25 ﹤0.01%
+2
New +$25
OLN icon
1139
Olin
OLN
$2.15B
$25 ﹤0.01%
+1
New +$28
RIVN icon
1140
Rivian
RIVN
$23.7B
$25 ﹤0.01%
+2
New +$25
RNG icon
1141
RingCentral
RNG
$5.38B
$25 ﹤0.01%
+1
New +$31
AEO icon
1142
American Eagle Outfitters
AEO
$3.07B
$24 ﹤0.01%
+2
New +$29
MCW
1143
DELISTED
Mister Car Wash
MCW
$24 ﹤0.01%
+3
New +$23
NE icon
1144
Noble Corp
NE
$6.95B
$24 ﹤0.01%
+1
New +$29
SHC icon
1145
Sotera Health
SHC
$5.41B
$24 ﹤0.01%
+2
New +$26
UPBD icon
1146
Upbound Group
UPBD
$1.12B
$24 ﹤0.01%
+1
New +$27
DFH icon
1147
Dream Finders Homes
DFH
$1.25B
$23 ﹤0.01%
+1
New +$23
PGNY icon
1148
Progyny
PGNY
$2.18B
$23 ﹤0.01%
+1
New +$22
LCID icon
1149
Lucid Motors
LCID
$2.6B
$22 ﹤0.01%
+1
New +$27
BEAM icon
1150
Beam Therapeutics
BEAM
$2.82B
$20 ﹤0.01%
+1
New +$26
44 45
46
47 48

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HMP
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4WM
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A
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FFL
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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.