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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
-0.39%
1 Year Est. Return
+18.43%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$206M
AUM Growth
–
Cap. Flow
+$352M
Cap. Flow
% of AUM
170.87%
Top 10 Holdings %
Top 10 Hldgs %
96.51%
Holding
1,189
New
1,188
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Total World Stock ETF
VT
|
+$143M |
| 2 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$94.3M |
| 3 |
Dimensional World ex US Core Equity 2 ETF
DFAX
|
+$43.6M |
| 4 |
Dimensional Core Fixed Income ETF
DFCF
|
+$29.2M |
| 5 |
Dimensional National Municipal Bond ETF
DFNM
|
+$17.5M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Industrials | 0.87% |
| 2 | Healthcare | 0.67% |
| 3 | Technology | 0.65% |
| 4 | Energy | 0.25% |
| 5 | Utilities | 0.2% |
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HFM Investment Advisors's Q1 2025 Portfolio in Review
Q1 2025 is the first quarter with a 13F filing on record for HFM Investment Advisors, which disclosed 1,189 positions worth $206M. Its ten largest holdings account for 97% of the portfolio.
Its largest position is Vanguard Total World Stock ETF: 1,196,406 shares worth $1.24M.
By sector, the portfolio is most concentrated in Industrials at 0.87% of assets, followed by Healthcare and Technology.
- HFM Investment Advisors's largest Q1 2025 buy was Vanguard Total World Stock ETF: 1,196,406 shares worth $1.24M.
- HFM Investment Advisors's ten largest holdings make up 97% of its $206M portfolio in Q1 2025.
- HFM Investment Advisors disclosed 1,189 positions in Q1 2025, its first 13F filing on record.
Based on HFM Investment Advisors's 13F filing for Q1 2025, filed 16 May 2025.