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
101
$7.56K ﹤0.01%
43
102
$7.42K ﹤0.01%
40
-1
103
$7.38K ﹤0.01%
117
-3
104
$7.29K ﹤0.01%
18
105
$7.24K ﹤0.01%
158
-1
106
$6.86K ﹤0.01%
35
107
$6.8K ﹤0.01%
34
108
$6.79K ﹤0.01%
27
-1
109
$6.73K ﹤0.01%
145
110
$6.71K ﹤0.01%
71
-37
111
$6.35K ﹤0.01%
325
-2
112
$6.16K ﹤0.01%
43
+10
113
$6.12K ﹤0.01%
59
114
$6.06K ﹤0.01%
39
+7
115
$5.91K ﹤0.01%
145
-44
116
$5.84K ﹤0.01%
51
+4
117
$5.82K ﹤0.01%
12
+1
118
$5.78K ﹤0.01%
77
-23
119
$5.75K ﹤0.01%
134
120
$5.67K ﹤0.01%
55
-7
121
$5.5K ﹤0.01%
32
-2
122
$5.25K ﹤0.01%
11
123
$5.22K ﹤0.01%
70
124
$5.19K ﹤0.01%
27
125
$5.01K ﹤0.01%
63
3 4
5
6 7