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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
SLVM icon
1176
Sylvamo
SLVM
$1.6B
$88 ﹤0.01%
2
– –
QS icon
1177
QuantumScape Corp
QS
$3.81B
$86 ﹤0.01%
7
+5
+250% +$49
CWEN icon
1178
Clearway Energy Class C
CWEN
$6.78B
$85 ﹤0.01%
3
-1
-25% -$30
KNTK icon
1179
Kinetik
KNTK
$4.12B
$85 ﹤0.01%
2
-1
-33% -$42
HRMY icon
1180
Harmony Biosciences
HRMY
$2.27B
$83 ﹤0.01%
3
– –
KLIC icon
1181
Kulicke & Soffa
KLIC
$4.53B
$81 ﹤0.01%
2
+1
+100% +$37
BTU icon
1182
Peabody Energy
BTU
$3B
$80 ﹤0.01%
3
– –
WHD icon
1183
Cactus
WHD
$5.7B
$79 ﹤0.01%
2
-1
-33% -$42
WKC icon
1184
World Kinect Corp
WKC
$1.89B
$78 ﹤0.01%
3
-3
-50% -$81
IOSP icon
1185
Innospec
IOSP
$2.29B
$77 ﹤0.01%
1
-1
-50% -$83
WLK icon
1186
Westlake Corp
WLK
$10.1B
$77 ﹤0.01%
1
– –
VNOM icon
1187
Viper Energy
VNOM
$15.3B
$76 ﹤0.01%
+2
New +$76
AVTR icon
1188
Avantor
AVTR
$9.29B
$75 ﹤0.01%
6
-3
-33% -$39
OLN icon
1189
Olin
OLN
$2.15B
$75 ﹤0.01%
3
– –
GSHD icon
1190
Goosehead Insurance
GSHD
$2.29B
$74 ﹤0.01%
1
-1
-50% -$88
NWBI icon
1191
Northwest Bancshares
NWBI
$2.27B
$74 ﹤0.01%
6
– –
SMPL icon
1192
Simply Good Foods
SMPL
$956M
$74 ﹤0.01%
3
-3
-50% -$89
ADMA icon
1193
ADMA Biologics
ADMA
$2.18B
$73 ﹤0.01%
5
-11
-69% -$189
FORM icon
1194
FormFactor
FORM
$8.79B
$73 ﹤0.01%
2
+1
+100% +$32
WU icon
1195
Western Union
WU
$2.19B
$72 ﹤0.01%
9
-9
-50% -$75
CRGY icon
1196
Crescent Energy
CRGY
$4.03B
$71 ﹤0.01%
8
– –
S icon
1197
SentinelOne
S
$7.62B
$70 ﹤0.01%
4
– –
EXPO icon
1198
Exponent
EXPO
$3.21B
$69 ﹤0.01%
1
-2
-67% -$143
AEO icon
1199
American Eagle Outfitters
AEO
$3.07B
$68 ﹤0.01%
4
– –
WFRD icon
1200
Weatherford International
WFRD
$6.66B
$68 ﹤0.01%
1
– –
46 47
48
49 50

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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.