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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
MORN icon
1301
Morningstar
MORN
$7.54B
– –
-2
Closed -$628
MTSI icon
1302
MACOM Technology Solutions
MTSI
$22.7B
– –
-1
Closed -$143
NEOG icon
1303
Neogen
NEOG
$2.49B
– –
-3
Closed -$14
NFE icon
1304
New Fortress Energy
NFE
$97.8M
– –
-3
Closed -$10
NOVT icon
1305
Novanta
NOVT
$6.2B
– –
-2
Closed -$258
PPBI
1306
DELISTED
Pacific Premier Bancorp
PPBI
– –
-10
Closed -$211
RIG icon
1307
Transocean
RIG
$6.33B
– –
-13
Closed -$34
RPD icon
1308
Rapid7
RPD
$776M
– –
-1
Closed -$23
SAM icon
1309
Boston Beer
SAM
$1.86B
– –
-1
Closed -$191
SNAP icon
1310
Snap
SNAP
$9.05B
– –
-13
Closed -$113
SRPT icon
1311
Sarepta Therapeutics
SRPT
$1.81B
– –
-1
Closed -$17
STNG icon
1312
Scorpio Tankers
STNG
$3.83B
– –
-1
Closed -$39
STR
1313
DELISTED
Sitio Royalties
STR
– –
-5
Closed -$92
TDC icon
1314
Teradata
TDC
$2.58B
– –
-1
Closed -$22
TFIN icon
1315
Triumph Financial Inc
TFIN
$1.8B
– –
-2
Closed -$110
TFX icon
1316
Teleflex
TFX
$5.89B
– –
-1
Closed -$118
THS
1317
DELISTED
Treehouse Foods
THS
– –
-1
Closed -$19
UPBD icon
1318
Upbound Group
UPBD
$1.12B
– –
-5
Closed -$126
VERX icon
1319
Vertex
VERX
$1.97B
– –
-3
Closed -$106
WBA
1320
DELISTED
Walgreens Boots Alliance
WBA
– –
-8
Closed -$92
ASTH icon
1321
Astrana Health
ASTH
$1.86B
– –
-2
Closed -$50
PRMB
1322
Primo Brands
PRMB
$8.52B
– –
-8
Closed -$237
LUCK
1323
Lucky Strike Entertainment
LUCK
$893M
– –
-1
Closed -$9
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.