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
1126
$116 ﹤0.01%
22
-2
1127
$115 ﹤0.01%
+1
1128
$115 ﹤0.01%
2
-1
1129
$115 ﹤0.01%
2
1130
$114 ﹤0.01%
4
-1
1131
$114 ﹤0.01%
2
-2
1132
$114 ﹤0.01%
7
-3
1133
$114 ﹤0.01%
2
1134
$113 ﹤0.01%
3
-2
1135
$113 ﹤0.01%
3
1136
$113 ﹤0.01%
2
1137
$111 ﹤0.01%
3
1138
$111 ﹤0.01%
2
1139
$111 ﹤0.01%
2
-2
1140
$110 ﹤0.01%
2
1141
$109 ﹤0.01%
2
1142
$109 ﹤0.01%
4
-1
1143
$109 ﹤0.01%
10
+8
1144
$108 ﹤0.01%
22
1145
$108 ﹤0.01%
4
-2
1146
$107 ﹤0.01%
20
+11
1147
$106 ﹤0.01%
2
-1
1148
$105 ﹤0.01%
2
-4
1149
$105 ﹤0.01%
5
1150
$104 ﹤0.01%
9
44 45
46
47 48