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HIA

HFM Investment Advisors Portfolio holdings

AUM $285M
1-Year Est. Return 18.43%
This Fund
S&P 500
This Quarter Est. Return
+5.64%
1 Year Est. Return
+18.43%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$246M
AUM Growth
+$19M
Cap. Flow
+$6.15M
Cap. Flow %
2.5%
Top 10 Hldgs %
95.59%
Holding
1,323
New
36
Increased
294
Reduced
381
Closed
56

Top Buys

Rank Stock Value
1
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$3.83M
2
DFGX icon
Dimensional International Core Fixed Income ETF
DFGX
+$1.01M
3
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$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

Rank Stock Value
1
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$245K
2
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$213K
3
JSCP icon
JPMorgan Short Duration Core Plus ETF
JSCP
+$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

Rank Sector Weight
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
PRGS icon
1226
Progress Software
PRGS
$1.78B
$44 ﹤0.01%
1
-2
-67% -$92
RNAM
1227
DELISTED
Avidity Biosciences
RNAM
$44 ﹤0.01%
+1
New +$40
RAL
1228
Ralliant Corp
RAL
$7.68B
$44 ﹤0.01%
1
-1
-50% -$44
CE icon
1229
Celanese
CE
$4.88B
$42 ﹤0.01%
1
– –
SMMT icon
1230
Summit Therapeutics
SMMT
$11.9B
$41 ﹤0.01%
2
– –
SEM
1231
DELISTED
Select Medical
SEM
$39 ﹤0.01%
3
-3
-50% -$40
MAN icon
1232
ManpowerGroup
MAN
$2.63B
$38 ﹤0.01%
1
– –
ZD icon
1233
Ziff Davis
ZD
$2B
$38 ﹤0.01%
1
-1
-50% -$35
GLIBK
1234
Liberty Capital Corp Series C GCI Group Common Stock
GLIBK
$1.01B
$37 ﹤0.01%
+1
New +$35
GSAT icon
1235
Globalstar
GSAT
$10.9B
$36 ﹤0.01%
+1
New +$29
HUN icon
1236
Huntsman Corp
HUN
$1.82B
$36 ﹤0.01%
4
– –
UA icon
1237
Under Armour Class C
UA
$2.42B
$34 ﹤0.01%
7
-18
-72% -$101
CENT icon
1238
Central Garden & Pet Co
CENT
$2.75B
$33 ﹤0.01%
1
– –
SHOO icon
1239
Steven Madden
SHOO
$3.58B
$33 ﹤0.01%
1
– –
COMP icon
1240
Compass
COMP
$9.52B
$32 ﹤0.01%
4
– –
AZTA icon
1241
Azenta
AZTA
$1.54B
$29 ﹤0.01%
1
– –
DNLI icon
1242
Denali Therapeutics
DNLI
$4B
$29 ﹤0.01%
2
-1
-33% -$14
HI
1243
DELISTED
Hillenbrand
HI
$27 ﹤0.01%
1
– –
MBC icon
1244
MasterBrand
MBC
$1.84B
$26 ﹤0.01%
2
– –
MRNA icon
1245
Moderna
MRNA
$23.9B
$26 ﹤0.01%
1
-1
-50% -$28
ACHC icon
1246
Acadia Healthcare
ACHC
$2.96B
$25 ﹤0.01%
1
– –
BEAM icon
1247
Beam Therapeutics
BEAM
$2.82B
$24 ﹤0.01%
1
– –
DV icon
1248
DoubleVerify
DV
$2.03B
$24 ﹤0.01%
2
+1
+100% +$15
FRSH icon
1249
Freshworks
FRSH
$3.31B
$24 ﹤0.01%
2
– –
HGTY icon
1250
Hagerty
HGTY
$1.34B
$24 ﹤0.01%
2
– –
48 49
50
51 52

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4WM
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A
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HFM Investment Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, HFM Investment Advisors held 1,323 positions worth $246M, up 8.4% from $227M the previous quarter. Its ten largest holdings account for 96% of the portfolio.

HFM Investment Advisors's Q3 2025 filing shows 36 new, 294 increased, 381 reduced and 56 closed positions. Its largest new stake was MSC Income Fund Inc: 206 shares worth $2.71K. The largest sale was Dimensional US Core Equity 2 ETF, an estimated $245K.

By sector, the portfolio is most concentrated in Industrials at 1% of assets, up from 1% a quarter earlier, followed by Technology and Healthcare.

  • HFM Investment Advisors's largest Q3 2025 buy was MSC Income Fund Inc: 206 shares worth $2.71K.
  • HFM Investment Advisors added most to Dimensional Core Fixed Income ETF in Q3 2025, an estimated $3.83M increase.
  • HFM Investment Advisors's biggest Q3 2025 reduction was Dimensional US Core Equity 2 ETF, cutting an estimated $245K.
  • HFM Investment Advisors fully exited Hess in Q3 2025, selling an estimated $2.08K.
  • HFM Investment Advisors's ten largest holdings make up 96% of its $246M portfolio in Q3 2025.
  • HFM Investment Advisors opened 36 new positions and closed 56 in Q3 2025.
  • HFM Investment Advisors's portfolio value rose 8.4% quarter-over-quarter to $246M.

Based on HFM Investment Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.