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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
LCID icon
1251
Lucid Motors
LCID
$2.6B
$24 ﹤0.01%
1
-1
-50% -$23
UTZ icon
1252
Utz Brands
UTZ
$1.25B
$24 ﹤0.01%
2
– –
SEGG
1253
Sports Entertainment Gaming Global Corp
SEGG
$8.15M
$22 ﹤0.01%
1
– –
MGNI icon
1254
Magnite
MGNI
$3.47B
$22 ﹤0.01%
+1
New +$24
OGN icon
1255
Organon & Co
OGN
$3.58B
$21 ﹤0.01%
2
-1
-33% -$10
UAA icon
1256
Under Armour
UAA
$2.5B
$20 ﹤0.01%
4
-19
-83% -$111
RKT icon
1257
Rocket Companies
RKT
$39B
$19 ﹤0.01%
1
– –
PTON icon
1258
Peloton Interactive
PTON
$2.42B
$18 ﹤0.01%
2
-2
-50% -$15
AI icon
1259
C3.ai
AI
$1.62B
$17 ﹤0.01%
1
– –
ALIT icon
1260
Alight
ALIT
$394M
– –
-2
Closed -$177
CWH icon
1261
Camping World
CWH
$635M
$16 ﹤0.01%
1
– –
CXM icon
1262
Sprinklr
CXM
$1.62B
$15 ﹤0.01%
2
– –
LION icon
1263
Lionsgate Studios
LION
$3.68B
$14 ﹤0.01%
2
– –
CERT icon
1264
Certara
CERT
$1.23B
$12 ﹤0.01%
1
-1
-50% -$11
DBRG icon
1265
DigitalBridge
DBRG
$2.95B
$12 ﹤0.01%
1
– –
STGW icon
1266
Stagwell
STGW
$2.22B
$11 ﹤0.01%
2
– –
TALO icon
1267
Talos Energy
TALO
$2.6B
$10 ﹤0.01%
1
– –
ALGN icon
1268
Align Technology
ALGN
$12.5B
– –
-2
Closed -$379
ARCB icon
1269
ArcBest
ARCB
$3.07B
– –
-1
Closed -$77
EFOR
1270
Everforth Inc
EFOR
$1.33B
– –
-1
Closed -$50
AZEK
1271
DELISTED
The AZEK Co
AZEK
– –
-2
Closed -$109
BRBR icon
1272
BellRing Brands
BRBR
$1.32B
– –
-6
Closed -$348
CHE icon
1273
Chemed
CHE
$7.18B
– –
-1
Closed -$487
CLVT icon
1274
Clarivate
CLVT
$1.21B
– –
-39
Closed -$168
CMCT
1275
Creative Media & Community Trust
CMCT
$13.3M
– –
0
– -$161
49 50
51
52 53

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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.