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
1126
$112 ﹤0.01%
+1
1127
$112 ﹤0.01%
5
+1
1128
$111 ﹤0.01%
6
+4
1129
$110 ﹤0.01%
6
+1
1130
$110 ﹤0.01%
11
+7
1131
$110 ﹤0.01%
2
+1
1132
$110 ﹤0.01%
4
+3
1133
$110 ﹤0.01%
+2
1134
$109 ﹤0.01%
3
+2
1135
$109 ﹤0.01%
2
1136
$109 ﹤0.01%
3
+2
1137
$107 ﹤0.01%
5
-2
1138
$106 ﹤0.01%
+3
1139
$105 ﹤0.01%
2
+1
1140
$104 ﹤0.01%
11
+9
1141
$104 ﹤0.01%
+2
1142
$104 ﹤0.01%
2
+1
1143
$103 ﹤0.01%
3
+2
1144
$103 ﹤0.01%
10
+6
1145
$103 ﹤0.01%
15
+10
1146
$103 ﹤0.01%
2
1147
$101 ﹤0.01%
+1
1148
$101 ﹤0.01%
10
+6
1149
$100 ﹤0.01%
2
+1
1150
$100 ﹤0.01%
3
+2
44 45
46
47 48