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HIA

HFM Investment Advisors Portfolio holdings

AUM $260M
1-Year Est. Return 15.51%
This Fund
S&P 500
This Quarter Est. Return
-0.16%
1 Year Est. Return
+15.51%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$260M
AUM Growth
+$4.23M
Cap. Flow
+$5.15M
Cap. Flow %
1.98%
Top 10 Hldgs %
94.93%
Holding
1,320
New
40
Increased
313
Reduced
345
Closed
114

Top Buys

Rank Stock Value
1
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$3.02M
2
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$1.53M
3
DFGX icon
Dimensional International Core Fixed Income ETF
DFGX
+$1.06M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$658K
5
DFGP icon
Dimensional Global Core Plus Fixed Income ETF
DFGP
+$543K

Top Sells

Rank Stock Value
1
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$933K
2
DFNM icon
Dimensional National Municipal Bond ETF
DFNM
+$414K
3
AOA icon
iShares Core 80/20 Aggressive Allocation ETF
AOA
+$277K
4
META icon
Meta Platforms (Facebook)
META
+$78.8K
5
MSFT icon
Microsoft
MSFT
+$67K

Sector Composition

Rank Sector Weight
1 Industrials 1.09%
2 Technology 0.89%
3 Healthcare 0.81%
4 Energy 0.33%
5 Consumer Discretionary 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CCC
1226
CCC Intelligent Solutions
CCC
$3.67B
– –
-8
Closed -$64
CERT icon
1227
Certara
CERT
$1.08B
– –
-1
Closed -$9
CHDN icon
1228
Churchill Downs
CHDN
$5.83B
– –
-1
Closed -$114
CHE icon
1229
Chemed
CHE
$6.82B
– –
-1
Closed -$428
CLS icon
1230
Celestica
CLS
$35.3B
– –
-6
Closed -$1.77K
CMA
1231
DELISTED
Comerica
CMA
– –
-10
Closed -$870
CNXC icon
1232
Concentrix
CNXC
$1.48B
– –
-2
Closed -$84
CORT icon
1233
Corcept Therapeutics
CORT
$9.83B
– –
-4
Closed -$140
CRVL icon
1234
CorVel
CRVL
$3.13B
– –
-1
Closed -$68
CVLT icon
1235
Commault Systems
CVLT
$6.08B
– –
-1
Closed -$126
CXM icon
1236
Sprinklr
CXM
$1.39B
– –
-2
Closed -$16
CYBR
1237
DELISTED
CyberArk
CYBR
– –
-4
Closed -$1.78K
DASH icon
1238
DoorDash
DASH
$82.4B
– –
-29
Closed -$6.57K
DFH icon
1239
Dream Finders Homes
DFH
$1.36B
– –
-1
Closed -$18
DKNG icon
1240
DraftKings
DKNG
$12.1B
– –
-10
Closed -$345
DOCS icon
1241
Doximity
DOCS
$3.91B
– –
-2
Closed -$89
DOCU
1242
DocuSign
DOCU
$9.99B
– –
-3
Closed -$206
ENOV icon
1243
Enovis
ENOV
$1.54B
– –
-3
Closed -$80
EQIX icon
1244
Equinix
EQIX
$100B
– –
-5
Closed -$3.83K
ERIE icon
1245
Erie Indemnity
ERIE
$11.8B
– –
-1
Closed -$287
EXAS
1246
DELISTED
Exact Sciences
EXAS
– –
-7
Closed -$711
FICO icon
1247
Fair Isaac
FICO
$29.3B
– –
-1
Closed -$1.69K
FLO icon
1248
Flowers Foods
FLO
$1.8B
– –
-1
Closed -$11
FRSH icon
1249
Freshworks
FRSH
$3.05B
– –
-10
Closed -$123
GDDY icon
1250
GoDaddy
GDDY
$12.6B
– –
-1
Closed -$125
48 49
50
51 52

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SHCM
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BAM
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LIM
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MA
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ASP
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MWA
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HFM Investment Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, HFM Investment Advisors held 1,320 positions worth $260M, up 1.7% from $256M the previous quarter. Its ten largest holdings account for 95% of the portfolio.

HFM Investment Advisors's Q1 2026 filing shows 40 new, 313 increased, 345 reduced and 114 closed positions. Its largest new stake was Sonida Senior Living: 1,991 shares worth $64.2K. The largest sale was Dimensional World ex US Core Equity 2 ETF, an estimated $933K.

By sector, the portfolio is most concentrated in Industrials at 1.1% of assets, up from 1.1% a quarter earlier, followed by Technology and Healthcare.

  • HFM Investment Advisors's largest Q1 2026 buy was Sonida Senior Living: 1,991 shares worth $64.2K.
  • HFM Investment Advisors added most to Dimensional Core Fixed Income ETF in Q1 2026, an estimated $3.02M increase.
  • HFM Investment Advisors's biggest Q1 2026 reduction was Dimensional World ex US Core Equity 2 ETF, cutting an estimated $933K.
  • HFM Investment Advisors fully exited DoorDash in Q1 2026, selling an estimated $6.57K.
  • HFM Investment Advisors's ten largest holdings make up 95% of its $260M portfolio in Q1 2026.
  • HFM Investment Advisors opened 40 new positions and closed 114 in Q1 2026.
  • HFM Investment Advisors's portfolio value rose 1.7% quarter-over-quarter to $260M.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.