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HIA

HFM Investment Advisors Portfolio holdings

AUM $260M
1-Year Est. Return 15.51%
This Fund
S&P 500
This Quarter Est. Return
-0.16%
1 Year Est. Return
+15.51%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$260M
AUM Growth
+$4.23M
Cap. Flow
+$5.15M
Cap. Flow %
1.98%
Top 10 Hldgs %
94.93%
Holding
1,320
New
40
Increased
313
Reduced
345
Closed
114

Top Buys

Rank Stock Value
1
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$3.02M
2
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$1.53M
3
DFGX icon
Dimensional International Core Fixed Income ETF
DFGX
+$1.06M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$658K
5
DFGP icon
Dimensional Global Core Plus Fixed Income ETF
DFGP
+$543K

Top Sells

Rank Stock Value
1
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$933K
2
DFNM icon
Dimensional National Municipal Bond ETF
DFNM
+$414K
3
AOA icon
iShares Core 80/20 Aggressive Allocation ETF
AOA
+$277K
4
META icon
Meta Platforms (Facebook)
META
+$78.8K
5
MSFT icon
Microsoft
MSFT
+$67K

Sector Composition

Rank Sector Weight
1 Industrials 1.09%
2 Technology 0.89%
3 Healthcare 0.81%
4 Energy 0.33%
5 Consumer Discretionary 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TYL icon
1301
Tyler Technologies
TYL
$13.1B
– –
-2
Closed -$908
VRRM icon
1302
Verra Mobility
VRRM
$626M
– –
-9
Closed -$202
VYX icon
1303
NCR Voyix
VYX
$1.13B
– –
-8
Closed -$82
WD icon
1304
Walker & Dunlop
WD
$1.72B
– –
-2
Closed -$121
WDAY icon
1305
Workday
WDAY
$35.8B
– –
-3
Closed -$645
WELL icon
1306
Welltower
WELL
$172B
– –
-10
Closed -$1.86K
WHR icon
1307
Whirlpool
WHR
$2.48B
– –
-2
Closed -$145
WK icon
1308
Workiva
WK
$3.21B
– –
-2
Closed -$173
WMK icon
1309
Weis Markets
WMK
$1.93B
– –
-1
Closed -$65
YELP icon
1310
Yelp
YELP
$1.44B
– –
-2
Closed -$61
Z icon
1311
Zillow
Z
$7.76B
– –
-9
Closed -$614
ZD icon
1312
Ziff Davis
ZD
$1.99B
– –
-1
Closed -$36
ZG icon
1313
Zillow
ZG
$7.71B
– –
-4
Closed -$273
GTM
1314
ZoomInfo Technologies
GTM
$905M
– –
-13
Closed -$133
FLUT icon
1315
Flutter Entertainment
FLUT
$18.5B
– –
-3
Closed -$646
DAY
1316
DELISTED
Dayforce
DAY
– –
-5
Closed -$346
PRKS icon
1317
United Parks & Resorts
PRKS
$2.13B
– –
-2
Closed -$73
RBRK icon
1318
Rubrik
RBRK
$16.3B
– –
-3
Closed -$230
VIK icon
1319
Viking Holdings
VIK
$43.3B
– –
-28
Closed -$2K
CNR
1320
Core Natural Resources Inc
CNR
$4.18B
– –
-2
Closed -$178
49 50 51 52
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HFM Investment Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, HFM Investment Advisors held 1,320 positions worth $260M, up 1.7% from $256M the previous quarter. Its ten largest holdings account for 95% of the portfolio.

HFM Investment Advisors's Q1 2026 filing shows 40 new, 313 increased, 345 reduced and 114 closed positions. Its largest new stake was Sonida Senior Living: 1,991 shares worth $64.2K. The largest sale was Dimensional World ex US Core Equity 2 ETF, an estimated $933K.

By sector, the portfolio is most concentrated in Industrials at 1.1% of assets, up from 1.1% a quarter earlier, followed by Technology and Healthcare.

  • HFM Investment Advisors's largest Q1 2026 buy was Sonida Senior Living: 1,991 shares worth $64.2K.
  • HFM Investment Advisors added most to Dimensional Core Fixed Income ETF in Q1 2026, an estimated $3.02M increase.
  • HFM Investment Advisors's biggest Q1 2026 reduction was Dimensional World ex US Core Equity 2 ETF, cutting an estimated $933K.
  • HFM Investment Advisors fully exited DoorDash in Q1 2026, selling an estimated $6.57K.
  • HFM Investment Advisors's ten largest holdings make up 95% of its $260M portfolio in Q1 2026.
  • HFM Investment Advisors opened 40 new positions and closed 114 in Q1 2026.
  • HFM Investment Advisors's portfolio value rose 1.7% quarter-over-quarter to $260M.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.