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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
CNC icon
1276
Centene
CNC
$32.9B
– –
-14
Closed -$760
COTY icon
1277
Coty
COTY
$2.51B
– –
-16
Closed -$74
CRI icon
1278
Carter's
CRI
$1.48B
– –
-1
Closed -$30
DOW icon
1279
Dow Inc
DOW
$22.1B
– –
-9
Closed -$238
EPC icon
1280
Edgewell Personal Care
EPC
$1.29B
– –
-2
Closed -$47
FCNCA icon
1281
First Citizens BancShares
FCNCA
$25.4B
– –
-1
Closed -$1.96K
FDS icon
1282
Factset
FDS
$10.1B
– –
-2
Closed -$895
FICO icon
1283
Fair Isaac
FICO
$22.7B
– –
-1
Closed -$1.83K
GDRX icon
1284
GoodRx Holdings
GDRX
$1.25B
– –
-1
Closed -$5
GLOB icon
1285
Globant
GLOB
$1.66B
– –
-2
Closed -$182
GMS
1286
DELISTED
GMS Inc
GMS
– –
-3
Closed -$326
HAE icon
1287
Haemonetics
HAE
$3.94B
– –
-3
Closed -$224
HES
1288
DELISTED
Hess
HES
– –
-15
Closed -$2.08K
HP icon
1289
Helmerich & Payne
HP
$4.18B
– –
-2
Closed -$30
IBRX icon
1290
ImmunityBio
IBRX
$7.94B
– –
-4
Closed -$11
IPAR icon
1291
Interparfums
IPAR
$3.83B
– –
-2
Closed -$263
IRDM icon
1292
Iridium Communications
IRDM
$5.23B
– –
-8
Closed -$241
IT icon
1293
Gartner
IT
$12.2B
– –
-3
Closed -$1.21K
JAMF
1294
DELISTED
Jamf
JAMF
– –
-1
Closed -$10
LBRT icon
1295
Liberty Energy
LBRT
$3.45B
– –
-4
Closed -$46
LNTH icon
1296
Lantheus
LNTH
$6.59B
– –
-3
Closed -$246
LSTR icon
1297
Landstar System
LSTR
$6.05B
– –
-2
Closed -$278
MASI
1298
DELISTED
Masimo
MASI
– –
-2
Closed -$336
MKL icon
1299
Markel Group
MKL
$22.8B
– –
-1
Closed -$2K
MOH icon
1300
Molina Healthcare
MOH
$10.4B
– –
-3
Closed -$894
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.