HIA

HFM Investment Advisors Portfolio holdings

AUM $246M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$206M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,189
New
Increased
Reduced
Closed

Top Buys

1
+$89.6M
2
+$44M
3
+$29.4M
4
DFNM icon
Dimensional National Municipal Bond ETF
DFNM
+$17.3M
5
DFGX icon
Dimensional Global ex US Core Fixed Income ETF
DFGX
+$9.95M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 0.87%
2 Healthcare 0.67%
3 Technology 0.65%
4 Energy 0.25%
5 Utilities 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$5.92K ﹤0.01%
+53
102
$5.91K ﹤0.01%
+179
103
$5.88K ﹤0.01%
+27
104
$5.86K ﹤0.01%
+11
105
$5.84K ﹤0.01%
+144
106
$5.78K ﹤0.01%
+96
107
$5.48K ﹤0.01%
+35
108
$5.44K ﹤0.01%
+20
109
$5.21K ﹤0.01%
+177
110
$4.98K ﹤0.01%
+10
111
$4.62K ﹤0.01%
+32
112
$4.35K ﹤0.01%
+62
113
$4.08K ﹤0.01%
+22
114
$3.98K ﹤0.01%
+110
115
$3.95K ﹤0.01%
+24
116
$3.84K ﹤0.01%
+7
117
$3.78K ﹤0.01%
+4
118
$3.64K ﹤0.01%
+214
119
$3.55K ﹤0.01%
+36
120
$3.32K ﹤0.01%
+92
121
$3.29K ﹤0.01%
+19
122
$3.29K ﹤0.01%
+28
123
$3.17K ﹤0.01%
+295
124
$3.14K ﹤0.01%
+15
125
$2.88K ﹤0.01%
+67
3 4
5
6 7