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
1226
$44 ﹤0.01%
1
-2
1227
$44 ﹤0.01%
+1
1228
$44 ﹤0.01%
1
-1
1229
$42 ﹤0.01%
1
1230
$41 ﹤0.01%
2
1231
$39 ﹤0.01%
3
-3
1232
$38 ﹤0.01%
1
1233
$38 ﹤0.01%
1
-1
1234
$37 ﹤0.01%
+1
1235
$36 ﹤0.01%
+1
1236
$36 ﹤0.01%
4
1237
$34 ﹤0.01%
7
-18
1238
$33 ﹤0.01%
1
1239
$33 ﹤0.01%
1
1240
$32 ﹤0.01%
4
1241
$29 ﹤0.01%
1
1242
$29 ﹤0.01%
2
-1
1243
$27 ﹤0.01%
1
1244
$26 ﹤0.01%
2
1245
$26 ﹤0.01%
1
-1
1246
$25 ﹤0.01%
1
1247
$24 ﹤0.01%
1
1248
$24 ﹤0.01%
2
+1
1249
$24 ﹤0.01%
2
1250
$24 ﹤0.01%
2
48 49
50
51 52