HIA

HFM Investment Advisors Portfolio holdings

AUM $246M
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
126
$2.62K ﹤0.01%
+5
127
$2.54K ﹤0.01%
+39
128
$2.34K ﹤0.01%
+14
129
$2.2K ﹤0.01%
+6
130
$2.19K ﹤0.01%
+25
131
$1.95K ﹤0.01%
+13
132
$1.88K ﹤0.01%
+17
133
$1.87K ﹤0.01%
+1
134
$1.87K ﹤0.01%
+20
135
$1.86K ﹤0.01%
+4
136
$1.59K ﹤0.01%
+12
137
$1.57K ﹤0.01%
+14
138
$1.56K ﹤0.01%
+5
139
$1.48K ﹤0.01%
+40
140
$1.41K ﹤0.01%
+3
141
$1.4K ﹤0.01%
+10
142
$1.38K ﹤0.01%
+1
143
$1.38K ﹤0.01%
+33
144
$1.36K ﹤0.01%
+19
145
$1.36K ﹤0.01%
+2
146
$1.34K ﹤0.01%
+3
147
$1.32K ﹤0.01%
+5
148
$1.32K ﹤0.01%
+1
149
$1.32K ﹤0.01%
+5
150
$1.26K ﹤0.01%
+12
4 5
6
7 8