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
1251
$30 ﹤0.01%
+1
1252
$30 ﹤0.01%
+2
1253
$30 ﹤0.01%
2
+1
1254
$29 ﹤0.01%
3
-1
1255
$28 ﹤0.01%
4
+1
1256
$26 ﹤0.01%
+1
1257
$25 ﹤0.01%
+1
1258
$25 ﹤0.01%
+4
1259
$25 ﹤0.01%
2
+1
1260
$24 ﹤0.01%
+1
1261
$23 ﹤0.01%
+1
1262
$23 ﹤0.01%
2
+1
1263
$23 ﹤0.01%
+1
1264
$22 ﹤0.01%
2
+1
1265
$22 ﹤0.01%
+1
1266
$20 ﹤0.01%
2
+1
1267
$20 ﹤0.01%
1
1268
$20 ﹤0.01%
2
+1
1269
$19 ﹤0.01%
1
1270
$17 ﹤0.01%
1
1271
$17 ﹤0.01%
+1
1272
$17 ﹤0.01%
+2
1273
$17 ﹤0.01%
+1
1274
$17 ﹤0.01%
2
1275
$15 ﹤0.01%
+1
49 50
51
52 53