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
1201
$62 ﹤0.01%
+5
1202
$62 ﹤0.01%
+1
1203
$61 ﹤0.01%
5
1204
$61 ﹤0.01%
3
+2
1205
$61 ﹤0.01%
+2
1206
$60 ﹤0.01%
3
+2
1207
$57 ﹤0.01%
2
1208
$56 ﹤0.01%
1
1209
$55 ﹤0.01%
1
-1
1210
$55 ﹤0.01%
1
-1
1211
$55 ﹤0.01%
+2
1212
$54 ﹤0.01%
2
+1
1213
$54 ﹤0.01%
9
+6
1214
$53 ﹤0.01%
1
1215
$53 ﹤0.01%
2
+1
1216
$52 ﹤0.01%
+1
1217
$51 ﹤0.01%
+1
1218
$50 ﹤0.01%
1
1219
$50 ﹤0.01%
1
1220
$50 ﹤0.01%
+2
1221
$50 ﹤0.01%
1
1222
$50 ﹤0.01%
2
+1
1223
$47 ﹤0.01%
11
+6
1224
$47 ﹤0.01%
2
-2
1225
$46 ﹤0.01%
+1
47 48
49
50 51