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
1251
$24 ﹤0.01%
2
1252
$24 ﹤0.01%
1
-1
1253
$22 ﹤0.01%
5
1254
$22 ﹤0.01%
+1
1255
$21 ﹤0.01%
2
-1
1256
$20 ﹤0.01%
4
-19
1257
$19 ﹤0.01%
1
1258
$18 ﹤0.01%
2
-2
1259
$17 ﹤0.01%
1
1260
$16 ﹤0.01%
5
-33
1261
$16 ﹤0.01%
1
1262
$15 ﹤0.01%
2
1263
$14 ﹤0.01%
2
1264
$12 ﹤0.01%
1
-1
1265
$12 ﹤0.01%
1
1266
$11 ﹤0.01%
2
1267
$10 ﹤0.01%
1
1268
– –
-2
1269
– –
-1
1270
– –
-1
1271
– –
-2
1272
– –
-6
1273
– –
-1
1274
– –
-39
1275
– –
0
49 50
51
52 53