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
1151
$100 ﹤0.01%
+1
1152
$99 ﹤0.01%
1
-1
1153
$98 ﹤0.01%
+2
1154
$98 ﹤0.01%
+2
1155
$98 ﹤0.01%
19
+11
1156
$97 ﹤0.01%
+18
1157
$97 ﹤0.01%
+2
1158
$95 ﹤0.01%
3
+2
1159
$95 ﹤0.01%
+1
1160
$95 ﹤0.01%
3
+1
1161
$95 ﹤0.01%
+9
1162
$95 ﹤0.01%
9
+5
1163
$94 ﹤0.01%
3
+1
1164
$94 ﹤0.01%
+3
1165
$94 ﹤0.01%
8
+5
1166
$93 ﹤0.01%
22
+13
1167
$92 ﹤0.01%
5
+4
1168
$92 ﹤0.01%
8
1169
$91 ﹤0.01%
6
+3
1170
$89 ﹤0.01%
2
-1
1171
$88 ﹤0.01%
13
+12
1172
$86 ﹤0.01%
2
+1
1173
$85 ﹤0.01%
1
1174
$84 ﹤0.01%
+2
1175
$83 ﹤0.01%
+1
45 46
47
48 49