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
1126
$29 ﹤0.01%
+9
1127
$28 ﹤0.01%
+2
1128
$28 ﹤0.01%
+1
1129
$28 ﹤0.01%
+1
1130
$27 ﹤0.01%
+1
1131
$27 ﹤0.01%
+1
1132
$27 ﹤0.01%
+1
1133
$26 ﹤0.01%
+1
1134
$26 ﹤0.01%
+2
1135
$26 ﹤0.01%
+1
1136
$26 ﹤0.01%
+1
1137
$25 ﹤0.01%
+1
1138
$25 ﹤0.01%
+2
1139
$25 ﹤0.01%
+1
1140
$25 ﹤0.01%
+2
1141
$25 ﹤0.01%
+1
1142
$24 ﹤0.01%
+2
1143
$24 ﹤0.01%
+3
1144
$24 ﹤0.01%
+1
1145
$24 ﹤0.01%
+2
1146
$24 ﹤0.01%
+1
1147
$23 ﹤0.01%
+1
1148
$23 ﹤0.01%
+1
1149
$22 ﹤0.01%
+1
1150
$20 ﹤0.01%
+1
44 45
46
47 48