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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
+5.64%
1 Year Est. Return
+18.43%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$246M
AUM Growth
+$19M
Cap. Flow
+$6.15M
Cap. Flow %
2.5%
Top 10 Hldgs %
95.59%
Holding
1,323
New
36
Increased
294
Reduced
381
Closed
56

Top Buys

Rank Stock Value
1
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$3.83M
2
DFGX icon
Dimensional International Core Fixed Income ETF
DFGX
+$1.01M
3
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$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

Rank Stock Value
1
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$245K
2
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$213K
3
JSCP icon
JPMorgan Short Duration Core Plus ETF
JSCP
+$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

Rank Sector Weight
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
VCYT icon
1151
Veracyte
VCYT
$3.72B
$103 ﹤0.01%
3
– –
DOCN icon
1152
DigitalOcean
DOCN
$15.3B
$102 ﹤0.01%
3
-1
-25% -$32
RHI icon
1153
Robert Half
RHI
$4.37B
$102 ﹤0.01%
3
-3
-50% -$113
CCC
1154
CCC Intelligent Solutions
CCC
$4.11B
$100 ﹤0.01%
11
– –
YOU icon
1155
Clear Secure
YOU
$5.27B
$100 ﹤0.01%
3
– –
JOE icon
1156
St. Joe Company
JOE
$3.77B
$99 ﹤0.01%
2
-1
-33% -$50
NOG icon
1157
Northern Oil and Gas
NOG
$2.5B
$99 ﹤0.01%
4
+2
+100% +$53
TTD icon
1158
Trade Desk
TTD
$6.29B
$98 ﹤0.01%
2
-3
-60% -$190
VAL icon
1159
Valaris
VAL
$5.94B
$98 ﹤0.01%
2
+1
+100% +$49
DRVN icon
1160
Driven Brands
DRVN
$2.07B
$97 ﹤0.01%
6
-3
-33% -$52
HTO
1161
H2O America
HTO
$2.56B
$97 ﹤0.01%
2
– –
SUPN icon
1162
Supernus Pharmaceuticals
SUPN
$2.74B
$96 ﹤0.01%
2
+1
+100% +$40
WSBC icon
1163
WesBanco
WSBC
$4B
$96 ﹤0.01%
3
– –
OSCR icon
1164
Oscar Health
OSCR
$8.54B
$95 ﹤0.01%
5
– –
FG icon
1165
F&G Annuities & Life
FG
$3.55B
$94 ﹤0.01%
3
-1
-25% -$33
HNI icon
1166
HNI Corp
HNI
$3.54B
$94 ﹤0.01%
2
– –
SHAK icon
1167
Shake Shack
SHAK
$2.89B
$94 ﹤0.01%
1
– –
YELP icon
1168
Yelp
YELP
$1.33B
$94 ﹤0.01%
3
-1
-25% -$33
TDOC icon
1169
Teladoc Health
TDOC
$1.29B
$93 ﹤0.01%
12
+10
+500% +$78
CWT icon
1170
California Water Service
CWT
$3.06B
$92 ﹤0.01%
2
-1
-33% -$46
CGNX icon
1171
Cognex
CGNX
$10.8B
$91 ﹤0.01%
2
+1
+100% +$40
ENOV icon
1172
Enovis
ENOV
$1.4B
$91 ﹤0.01%
3
– –
PAYO icon
1173
Payoneer
PAYO
$2.4B
$91 ﹤0.01%
15
– –
AMRX icon
1174
Amneal Pharmaceuticals
AMRX
$5.71B
$90 ﹤0.01%
9
– –
GBTG icon
1175
American Express Global Business Travel
GBTG
$4.94B
$89 ﹤0.01%
11
+6
+120% +$44
45 46
47
48 49

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HFM Investment Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, HFM Investment Advisors held 1,323 positions worth $246M, up 8.4% from $227M the previous quarter. Its ten largest holdings account for 96% of the portfolio.

HFM Investment Advisors's Q3 2025 filing shows 36 new, 294 increased, 381 reduced and 56 closed positions. Its largest new stake was MSC Income Fund Inc: 206 shares worth $2.71K. The largest sale was Dimensional US Core Equity 2 ETF, an estimated $245K.

By sector, the portfolio is most concentrated in Industrials at 1% of assets, up from 1% a quarter earlier, followed by Technology and Healthcare.

  • HFM Investment Advisors's largest Q3 2025 buy was MSC Income Fund Inc: 206 shares worth $2.71K.
  • HFM Investment Advisors added most to Dimensional Core Fixed Income ETF in Q3 2025, an estimated $3.83M increase.
  • HFM Investment Advisors's biggest Q3 2025 reduction was Dimensional US Core Equity 2 ETF, cutting an estimated $245K.
  • HFM Investment Advisors fully exited Hess in Q3 2025, selling an estimated $2.08K.
  • HFM Investment Advisors's ten largest holdings make up 96% of its $246M portfolio in Q3 2025.
  • HFM Investment Advisors opened 36 new positions and closed 56 in Q3 2025.
  • HFM Investment Advisors's portfolio value rose 8.4% quarter-over-quarter to $246M.

Based on HFM Investment Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.