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
1151
$20 ﹤0.01%
+2
1152
$20 ﹤0.01%
+1
1153
$20 ﹤0.01%
+1
1154
$20 ﹤0.01%
+1
1155
$20 ﹤0.01%
+2
1156
$20 ﹤0.01%
+2
1157
$20 ﹤0.01%
+2
1158
$19 ﹤0.01%
+2
1159
$19 ﹤0.01%
+6
1160
$19 ﹤0.01%
+3
1161
$19 ﹤0.01%
+3
1162
$18 ﹤0.01%
+2
1163
$18 ﹤0.01%
+1
1164
$18 ﹤0.01%
+2
1165
$17 ﹤0.01%
+2
1166
$16 ﹤0.01%
+5
1167
$16 ﹤0.01%
+2
1168
$16 ﹤0.01%
+1
1169
$15 ﹤0.01%
+2
1170
$15 ﹤0.01%
+1
1171
$15 ﹤0.01%
+1
1172
$14 ﹤0.01%
+1
1173
$13 ﹤0.01%
+1
1174
$13 ﹤0.01%
+2
1175
$12 ﹤0.01%
+2
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