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
1176
$88 ﹤0.01%
2
1177
$86 ﹤0.01%
7
+5
1178
$85 ﹤0.01%
3
-1
1179
$85 ﹤0.01%
2
-1
1180
$83 ﹤0.01%
3
1181
$81 ﹤0.01%
2
+1
1182
$80 ﹤0.01%
3
1183
$79 ﹤0.01%
2
-1
1184
$78 ﹤0.01%
3
-3
1185
$77 ﹤0.01%
1
-1
1186
$77 ﹤0.01%
1
1187
$76 ﹤0.01%
+2
1188
$75 ﹤0.01%
6
-3
1189
$75 ﹤0.01%
3
1190
$74 ﹤0.01%
1
-1
1191
$74 ﹤0.01%
6
1192
$74 ﹤0.01%
3
-3
1193
$73 ﹤0.01%
5
-11
1194
$73 ﹤0.01%
2
+1
1195
$72 ﹤0.01%
9
-9
1196
$71 ﹤0.01%
8
1197
$70 ﹤0.01%
4
1198
$69 ﹤0.01%
1
-2
1199
$68 ﹤0.01%
4
1200
$68 ﹤0.01%
1
46 47
48
49 50