HIA

HFM Investment Advisors Portfolio holdings

AUM $227M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$206M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,189
New
Increased
Reduced
Closed

Top Buys

1
+$89.6M
2
+$44M
3
+$29.4M
4
DFNM icon
Dimensional National Municipal Bond ETF
DFNM
+$17.3M
5
DFGX icon
Dimensional Global ex US Core Fixed Income ETF
DFGX
+$9.95M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 0.87%
2 Healthcare 0.67%
3 Technology 0.65%
4 Energy 0.25%
5 Utilities 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UNH icon
126
UnitedHealth
UNH
$323B
$2.62K ﹤0.01%
+5
PYPL icon
127
PayPal
PYPL
$64.4B
$2.54K ﹤0.01%
+39
CVX icon
128
Chevron
CVX
$308B
$2.34K ﹤0.01%
+14
HD icon
129
Home Depot
HD
$390B
$2.2K ﹤0.01%
+6
WMT icon
130
Walmart
WMT
$859B
$2.19K ﹤0.01%
+25
PEP icon
131
PepsiCo
PEP
$210B
$1.95K ﹤0.01%
+13
SHV icon
132
iShares Short Treasury Bond ETF
SHV
$20.7B
$1.88K ﹤0.01%
+17
MKL icon
133
Markel Group
MKL
$23.9B
$1.87K ﹤0.01%
+1
NFLX icon
134
Netflix
NFLX
$510B
$1.87K ﹤0.01%
+2
LIN icon
135
Linde
LIN
$211B
$1.86K ﹤0.01%
+4
ABT icon
136
Abbott
ABT
$224B
$1.59K ﹤0.01%
+12
GILD icon
137
Gilead Sciences
GILD
$152B
$1.57K ﹤0.01%
+14
AMGN icon
138
Amgen
AMGN
$161B
$1.56K ﹤0.01%
+5
CMCSA icon
139
Comcast
CMCSA
$109B
$1.48K ﹤0.01%
+40
DE icon
140
Deere & Co
DE
$124B
$1.41K ﹤0.01%
+3
ORCL icon
141
Oracle
ORCL
$830B
$1.4K ﹤0.01%
+10
TDG icon
142
TransDigm Group
TDG
$71.3B
$1.38K ﹤0.01%
+1
BAC icon
143
Bank of America
BAC
$376B
$1.38K ﹤0.01%
+33
WFC icon
144
Wells Fargo
WFC
$262B
$1.36K ﹤0.01%
+19
KLAC icon
145
KLA
KLAC
$146B
$1.36K ﹤0.01%
+2
LMT icon
146
Lockheed Martin
LMT
$116B
$1.34K ﹤0.01%
+3
APP icon
147
Applovin
APP
$203B
$1.32K ﹤0.01%
+5
TPL icon
148
Texas Pacific Land
TPL
$21.6B
$1.32K ﹤0.01%
+1
TRV icon
149
Travelers Companies
TRV
$58.4B
$1.32K ﹤0.01%
+5
COP icon
150
ConocoPhillips
COP
$108B
$1.26K ﹤0.01%
+12
4 5
6
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