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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
FTDR icon
1201
Frontdoor
FTDR
$5.78B
$67 ﹤0.01%
+1
New +$61
AVNT icon
1202
Avient
AVNT
$4.19B
$66 ﹤0.01%
2
-4
-67% -$139
BRKR icon
1203
Bruker
BRKR
$8.58B
$65 ﹤0.01%
2
– –
PGNY icon
1204
Progyny
PGNY
$2.18B
$65 ﹤0.01%
3
+1
+50% +$23
CCS icon
1205
Century Communities
CCS
$1.96B
$63 ﹤0.01%
1
– –
GEF.B icon
1206
Greif Class B
GEF.B
$4.15B
$62 ﹤0.01%
1
– –
EFSC icon
1207
Enterprise Financial Services Corp
EFSC
$2.38B
$58 ﹤0.01%
+1
New +$58
PII icon
1208
Polaris
PII
$3.97B
$58 ﹤0.01%
1
– –
KYMR icon
1209
Kymera Therapeutics
KYMR
$9.03B
$57 ﹤0.01%
+1
New +$45
MBLY icon
1210
Mobileye
MBLY
$2.21B
$56 ﹤0.01%
4
+2
+100% +$30
WEN icon
1211
Wendy's
WEN
$1.39B
$55 ﹤0.01%
6
-5
-45% -$51
CWEN.A
1212
DELISTED
Clearway Energy Class A
CWEN.A
$54 ﹤0.01%
2
– –
SPNT icon
1213
SiriusPoint
SPNT
$2.63B
$54 ﹤0.01%
3
– –
AIN icon
1214
Albany International
AIN
$1.73B
$53 ﹤0.01%
1
-1
-50% -$63
DFH icon
1215
Dream Finders Homes
DFH
$1.25B
$52 ﹤0.01%
2
– –
FLO icon
1216
Flowers Foods
FLO
$1.51B
$52 ﹤0.01%
4
-8
-67% -$121
LGIH icon
1217
LGI Homes
LGIH
$1.32B
$52 ﹤0.01%
1
– –
XRAY icon
1218
Dentsply Sirona
XRAY
$2.34B
$51 ﹤0.01%
4
– –
SM icon
1219
SM Energy
SM
$7.55B
$50 ﹤0.01%
2
-1
-33% -$27
ASTS icon
1220
AST SpaceMobile
ASTS
$20.5B
$49 ﹤0.01%
+1
New +$48
NSP icon
1221
Insperity
NSP
$1.96B
$49 ﹤0.01%
1
-1
-50% -$55
ASH icon
1222
Ashland
ASH
$3.45B
$48 ﹤0.01%
1
– –
GO icon
1223
Grocery Outlet
GO
$972M
$48 ﹤0.01%
3
-2
-40% -$32
CNMD icon
1224
CONMED
CNMD
$1.48B
$47 ﹤0.01%
1
-1
-50% -$52
AMBP icon
1225
Ardagh Metal Packaging
AMBP
$2.97B
$44 ﹤0.01%
11
– –
47 48
49
50 51

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A
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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.