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
1151
$103 ﹤0.01%
3
1152
$102 ﹤0.01%
3
-1
1153
$102 ﹤0.01%
3
-3
1154
$100 ﹤0.01%
11
1155
$100 ﹤0.01%
3
1156
$99 ﹤0.01%
4
+2
1157
$99 ﹤0.01%
2
-1
1158
$98 ﹤0.01%
2
-3
1159
$98 ﹤0.01%
2
+1
1160
$97 ﹤0.01%
6
-3
1161
$97 ﹤0.01%
2
1162
$96 ﹤0.01%
2
+1
1163
$96 ﹤0.01%
3
1164
$95 ﹤0.01%
5
1165
$94 ﹤0.01%
3
-1
1166
$94 ﹤0.01%
2
1167
$94 ﹤0.01%
1
1168
$94 ﹤0.01%
3
-1
1169
$93 ﹤0.01%
12
+10
1170
$92 ﹤0.01%
2
-1
1171
$91 ﹤0.01%
2
+1
1172
$91 ﹤0.01%
3
1173
$91 ﹤0.01%
15
1174
$90 ﹤0.01%
9
1175
$89 ﹤0.01%
11
+6
45 46
47
48 49