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
1201
$67 ﹤0.01%
+1
1202
$66 ﹤0.01%
2
-4
1203
$65 ﹤0.01%
2
1204
$65 ﹤0.01%
3
+1
1205
$63 ﹤0.01%
1
1206
$62 ﹤0.01%
1
1207
$58 ﹤0.01%
+1
1208
$58 ﹤0.01%
1
1209
$57 ﹤0.01%
+1
1210
$56 ﹤0.01%
4
+2
1211
$55 ﹤0.01%
6
-5
1212
$54 ﹤0.01%
2
1213
$54 ﹤0.01%
3
1214
$53 ﹤0.01%
1
-1
1215
$52 ﹤0.01%
2
1216
$52 ﹤0.01%
4
-8
1217
$52 ﹤0.01%
1
1218
$51 ﹤0.01%
4
1219
$50 ﹤0.01%
2
-1
1220
$49 ﹤0.01%
+1
1221
$49 ﹤0.01%
1
-1
1222
$48 ﹤0.01%
1
1223
$48 ﹤0.01%
3
-2
1224
$47 ﹤0.01%
1
-1
1225
$44 ﹤0.01%
11
47 48
49
50 51