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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
-0.16%
1 Year Est. Return
+18.43%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$260M
AUM Growth
+$4.23M
Cap. Flow
+$5.15M
Cap. Flow %
1.98%
Top 10 Hldgs %
94.93%
Holding
1,320
New
40
Increased
313
Reduced
345
Closed
114

Top Buys

Rank Stock Value
1
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$3.02M
2
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$1.53M
3
DFGX icon
Dimensional International Core Fixed Income ETF
DFGX
+$1.06M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$658K
5
DFGP icon
Dimensional Global Core Plus Fixed Income ETF
DFGP
+$543K

Top Sells

Rank Stock Value
1
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$933K
2
DFNM icon
Dimensional National Municipal Bond ETF
DFNM
+$414K
3
AOA icon
iShares Core 80/20 Aggressive Allocation ETF
AOA
+$277K
4
META icon
Meta Platforms (Facebook)
META
+$78.8K
5
MSFT icon
Microsoft
MSFT
+$67K

Sector Composition

Rank Sector Weight
1 Industrials 1.09%
2 Technology 0.89%
3 Healthcare 0.81%
4 Energy 0.33%
5 Consumer Discretionary 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CYTK icon
1151
Cytokinetics
CYTK
$10.5B
$66 ﹤0.01%
+1
New +$64
EEFT icon
1152
Euronet Worldwide
EEFT
$2.65B
$66 ﹤0.01%
1
-1
-50% -$72
RSI icon
1153
Rush Street Interactive
RSI
$2.86B
$65 ﹤0.01%
3
– –
SPNT icon
1154
SiriusPoint
SPNT
$2.63B
$65 ﹤0.01%
3
– –
SLM icon
1155
SLM Corp
SLM
$5.14B
$64 ﹤0.01%
3
-12
-80% -$284
UA icon
1156
Under Armour Class C
UA
$2.42B
$64 ﹤0.01%
+11
New +$69
ADMA icon
1157
ADMA Biologics
ADMA
$2.18B
$63 ﹤0.01%
7
-2
-22% -$32
TALO icon
1158
Talos Energy
TALO
$2.6B
$63 ﹤0.01%
4
– –
SM icon
1159
SM Energy
SM
$7.55B
$62 ﹤0.01%
2
– –
GT icon
1160
Goodyear
GT
$1.74B
$60 ﹤0.01%
9
-5
-36% -$42
HPQ icon
1161
HP
HPQ
$27.3B
$58 ﹤0.01%
3
-13
-81% -$253
CPNG icon
1162
Coupang
CPNG
$29.1B
$57 ﹤0.01%
3
-15
-83% -$294
OSCR icon
1163
Oscar Health
OSCR
$8.54B
$57 ﹤0.01%
5
– –
RBLX icon
1164
Roblox
RBLX
$26.5B
$57 ﹤0.01%
1
-38
-97% -$2.55K
GIL icon
1165
Gildan
GIL
$10.6B
$56 ﹤0.01%
1
– –
CHWY icon
1166
Chewy
CHWY
$9.25B
$54 ﹤0.01%
2
-8
-80% -$223
CRGY icon
1167
Crescent Energy
CRGY
$4.03B
$54 ﹤0.01%
4
– –
CWEN.A
1168
DELISTED
Clearway Energy Class A
CWEN.A
$54 ﹤0.01%
2
– –
EFSC icon
1169
Enterprise Financial Services Corp
EFSC
$2.38B
$54 ﹤0.01%
1
– –
RUN icon
1170
Sunrun
RUN
$2.38B
$54 ﹤0.01%
4
-5
-56% -$83
CLBK icon
1171
Columbia Financial
CLBK
$1.12B
$53 ﹤0.01%
3
– –
TOST icon
1172
Toast
TOST
$20.6B
$53 ﹤0.01%
2
-31
-94% -$925
MCW
1173
DELISTED
Mister Car Wash
MCW
$49 ﹤0.01%
7
– –
KNTK icon
1174
Kinetik
KNTK
$8.32B
$48 ﹤0.01%
1
– –
AD
1175
Array Digital Infrastructure
AD
$3.03B
$46 ﹤0.01%
1
– –
45 46
47
48 49

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HFM Investment Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, HFM Investment Advisors held 1,320 positions worth $260M, up 1.7% from $256M the previous quarter. Its ten largest holdings account for 95% of the portfolio.

HFM Investment Advisors's Q1 2026 filing shows 40 new, 313 increased, 345 reduced and 114 closed positions. Its largest new stake was Sonida Senior Living: 1,991 shares worth $64.2K. The largest sale was Dimensional World ex US Core Equity 2 ETF, an estimated $933K.

By sector, the portfolio is most concentrated in Industrials at 1.1% of assets, up from 1.1% a quarter earlier, followed by Technology and Healthcare.

  • HFM Investment Advisors's largest Q1 2026 buy was Sonida Senior Living: 1,991 shares worth $64.2K.
  • HFM Investment Advisors added most to Dimensional Core Fixed Income ETF in Q1 2026, an estimated $3.02M increase.
  • HFM Investment Advisors's biggest Q1 2026 reduction was Dimensional World ex US Core Equity 2 ETF, cutting an estimated $933K.
  • HFM Investment Advisors fully exited DoorDash in Q1 2026, selling an estimated $6.57K.
  • HFM Investment Advisors's ten largest holdings make up 95% of its $260M portfolio in Q1 2026.
  • HFM Investment Advisors opened 40 new positions and closed 114 in Q1 2026.
  • HFM Investment Advisors's portfolio value rose 1.7% quarter-over-quarter to $260M.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.