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
101
$7.21K ﹤0.01%
41
102
$7.04K ﹤0.01%
189
+10
103
$7.03K ﹤0.01%
47
+1
104
$6.85K ﹤0.01%
100
+4
105
$6.78K ﹤0.01%
35
+7
106
$6.6K ﹤0.01%
18
+12
107
$6.5K ﹤0.01%
35
+20
108
$6.4K ﹤0.01%
159
+11
109
$6.34K ﹤0.01%
59
+6
110
$6.2K ﹤0.01%
145
+1
111
$6.18K ﹤0.01%
70
112
$6.06K ﹤0.01%
62
+37
113
$5.99K ﹤0.01%
134
114
$5.97K ﹤0.01%
27
115
$5.83K ﹤0.01%
47
+11
116
$5.6K ﹤0.01%
34
+2
117
$5.57K ﹤0.01%
34
-1
118
$5.36K ﹤0.01%
40
+20
119
$4.92K ﹤0.01%
62
120
$4.79K ﹤0.01%
15
+11
121
$4.7K ﹤0.01%
+63
122
$4.68K ﹤0.01%
22
+18
123
$4.58K ﹤0.01%
32
+18
124
$4.58K ﹤0.01%
110
125
$4.52K ﹤0.01%
29
+5
3 4
5
6 7