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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
CMRE icon
1151
Costamare
CMRE
$1.74B
$20 ﹤0.01%
+2
New +$22
RXO icon
1152
RXO
RXO
$3.52B
$20 ﹤0.01%
+1
New +$22
SMMT icon
1153
Summit Therapeutics
SMMT
$11.9B
$20 ﹤0.01%
+1
New +$20
STR
1154
DELISTED
Sitio Royalties
STR
$20 ﹤0.01%
+1
New +$20
TALO icon
1155
Talos Energy
TALO
$2.6B
$20 ﹤0.01%
+2
New +$19
VSTS icon
1156
Vestis
VSTS
$1.83B
$20 ﹤0.01%
+2
New +$27
XPRO icon
1157
Expro Ltd
XPRO
$2.01B
$20 ﹤0.01%
+2
New +$25
CCC
1158
CCC Intelligent Solutions
CCC
$4.11B
$19 ﹤0.01%
+2
New +$21
IBRX icon
1159
ImmunityBio
IBRX
$7.94B
$19 ﹤0.01%
+6
New +$18
PTON icon
1160
Peloton Interactive
PTON
$2.42B
$19 ﹤0.01%
+3
New +$24
UAA icon
1161
Under Armour
UAA
$2.52B
$19 ﹤0.01%
+3
New +$22
DBRG icon
1162
DigitalBridge
DBRG
$2.95B
$18 ﹤0.01%
+2
New +$21
OUST icon
1163
Ouster
OUST
$3.04B
$18 ﹤0.01%
+2
New +$20
SPNT icon
1164
SiriusPoint
SPNT
$2.63B
$18 ﹤0.01%
+1
New +$15
AMRX icon
1165
Amneal Pharmaceuticals
AMRX
$5.71B
$17 ﹤0.01%
+2
New +$17
AMBP icon
1166
Ardagh Metal Packaging
AMBP
$2.97B
$16 ﹤0.01%
+5
New +$14
TDOC icon
1167
Teladoc Health
TDOC
$1.29B
$16 ﹤0.01%
+2
New +$20
VFC icon
1168
VF Corp
VFC
$5.86B
$16 ﹤0.01%
+1
New +$22
GBTG icon
1169
American Express Global Business Travel
GBTG
$4.94B
$15 ﹤0.01%
+2
New +$17
TRIP icon
1170
TripAdvisor
TRIP
$1.26B
$15 ﹤0.01%
+1
New +$16
UTZ icon
1171
Utz Brands
UTZ
$1.25B
$15 ﹤0.01%
+1
New +$14
MBC icon
1172
MasterBrand
MBC
$1.84B
$14 ﹤0.01%
+1
New +$15
ADNT icon
1173
Adient
ADNT
$1.44B
$13 ﹤0.01%
+1
New +$16
STGW icon
1174
Stagwell
STGW
$2.22B
$13 ﹤0.01%
+2
New +$13
CDE icon
1175
Coeur Mining
CDE
$18.7B
$12 ﹤0.01%
+2
New +$12
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.