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
1176
$83 ﹤0.01%
3
+2
1177
$82 ﹤0.01%
2
1178
$82 ﹤0.01%
18
+17
1179
$81 ﹤0.01%
1
1180
$81 ﹤0.01%
1
-1
1181
$81 ﹤0.01%
3
+2
1182
$77 ﹤0.01%
6
+4
1183
$77 ﹤0.01%
+1
1184
$76 ﹤0.01%
10
+2
1185
$76 ﹤0.01%
1
1186
$76 ﹤0.01%
1
1187
$74 ﹤0.01%
16
+10
1188
$74 ﹤0.01%
2
1189
$74 ﹤0.01%
3
+2
1190
$73 ﹤0.01%
9
+7
1191
$73 ﹤0.01%
+4
1192
$72 ﹤0.01%
2
+1
1193
$71 ﹤0.01%
+1
1194
$70 ﹤0.01%
+1
1195
$69 ﹤0.01%
+8
1196
$69 ﹤0.01%
+1
1197
$65 ﹤0.01%
+1
1198
$65 ﹤0.01%
+1
1199
$64 ﹤0.01%
4
+1
1200
$63 ﹤0.01%
1
46 47
48
49 50