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
1226
$46 ﹤0.01%
4
+1
1227
$46 ﹤0.01%
+1
1228
$44 ﹤0.01%
2
+1
1229
$43 ﹤0.01%
2
1230
$43 ﹤0.01%
2
+1
1231
$42 ﹤0.01%
+3
1232
$42 ﹤0.01%
4
-1
1233
$42 ﹤0.01%
+1
1234
$41 ﹤0.01%
1
1235
$40 ﹤0.01%
3
+1
1236
$40 ﹤0.01%
2
+1
1237
$40 ﹤0.01%
1
-1
1238
$39 ﹤0.01%
1
-1
1239
$38 ﹤0.01%
4
+2
1240
$37 ﹤0.01%
+2
1241
$36 ﹤0.01%
+2
1242
$35 ﹤0.01%
1
1243
$35 ﹤0.01%
+1
1244
$34 ﹤0.01%
1
1245
$34 ﹤0.01%
13
+4
1246
$33 ﹤0.01%
1
1247
$32 ﹤0.01%
+1
1248
$32 ﹤0.01%
5
+3
1249
$32 ﹤0.01%
+1
1250
$31 ﹤0.01%
+1
48 49
50
51 52