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
1276
$14 ﹤0.01%
3
+2
1277
$14 ﹤0.01%
+1
1278
$13 ﹤0.01%
2
-50
1279
$12 ﹤0.01%
+2
1280
$11 ﹤0.01%
4
-2
1281
$10 ﹤0.01%
1
-1
1282
$10 ﹤0.01%
+1
1283
$10 ﹤0.01%
3
+2
1284
$9 ﹤0.01%
2
1285
$9 ﹤0.01%
1
1286
$8 ﹤0.01%
1
-1
1287
$5 ﹤0.01%
+1
1288
– –
-1
1289
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1290
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1291
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-2
1292
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-5
1293
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-7
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-1
1300
– –
-1
50 51
52
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