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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
-0.39%
1 Year Est. Return
+18.43%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$206M
AUM Growth
–
Cap. Flow
+$352M
Cap. Flow
% of AUM
170.87%
Top 10 Holdings %
Top 10 Hldgs %
96.51%
Holding
1,189
New
1,188
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Total World Stock ETF
VT
|
+$143M |
| 2 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$94.3M |
| 3 |
Dimensional World ex US Core Equity 2 ETF
DFAX
|
+$43.6M |
| 4 |
Dimensional Core Fixed Income ETF
DFCF
|
+$29.2M |
| 5 |
Dimensional National Municipal Bond ETF
DFNM
|
+$17.5M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 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
UnitedHealth
UNH
$371B
| $2.62K | ﹤0.01% |
+5
| New | +$2.56K |
|
127
PayPal
PYPL
$50.5B
| $2.54K | ﹤0.01% |
+39
| New | +$3.04K |
|
128
Chevron
CVX
$382B
| $2.34K | ﹤0.01% |
+14
| New | +$2.19K |
|
129
Home Depot
HD
$350B
| $2.2K | ﹤0.01% |
+6
| New | +$2.34K |
|
130
Walmart Inc
WMT
$897B
| $2.19K | ﹤0.01% |
+25
| New | +$2.35K |
|
131
PepsiCo
PEP
$188B
| $1.95K | ﹤0.01% |
+13
| New | +$1.94K |
|
132
iShares 0-1 Year Treasury Bond ETF
SHV
$20.6B
| $1.88K | ﹤0.01% |
+17
| New | +$1.88K |
|
133
Markel Group
MKL
$22.8B
| $1.87K | ﹤0.01% |
+1
| New | +$1.84K |
|
134
Netflix
NFLX
$318B
| $1.87K | ﹤0.01% |
+20
| New | +$1.9K |
|
135
Linde
LIN
$227B
| $1.86K | ﹤0.01% |
+4
| New | +$1.8K |
|
136
Abbott
ABT
$188B
| $1.59K | ﹤0.01% |
+12
| New | +$1.53K |
|
137
Gilead Sciences
GILD
$165B
| $1.57K | ﹤0.01% |
+14
| New | +$1.45K |
|
138
Amgen
AMGN
$226B
| $1.56K | ﹤0.01% |
+5
| New | +$1.48K |
|
139
Comcast
CMCSA
$89.4B
| $1.48K | ﹤0.01% |
+40
| New | +$1.44K |
|
140
Deere & Co
DE
$164B
| $1.41K | ﹤0.01% |
+3
| New | +$1.4K |
|
141
Oracle
ORCL
$435B
| $1.4K | ﹤0.01% |
+10
| New | +$1.63K |
|
142
TransDigm Group
TDG
$67.6B
| $1.38K | ﹤0.01% |
+1
| New | +$1.33K |
|
143
Bank of America
BAC
$447B
| $1.38K | ﹤0.01% |
+33
| New | +$1.47K |
|
144
Wells Fargo
WFC
$265B
| $1.36K | ﹤0.01% |
+19
| New | +$1.43K |
|
145
KLA
KLAC
$252B
| $1.36K | ﹤0.01% |
+20
| New | +$1.44K |
|
146
Lockheed Martin
LMT
$139B
| $1.34K | ﹤0.01% |
+3
| New | +$1.38K |
|
147
Applovin
APP
$113B
| $1.32K | ﹤0.01% |
+5
| New | +$1.72K |
|
148
Texas Pacific Land
TPL
$24.2B
| $1.32K | ﹤0.01% |
+3
| New | +$1.34K |
|
149
Travelers Companies
TRV
$78.3B
| $1.32K | ﹤0.01% |
+5
| New | +$1.25K |
|
150
ConocoPhillips
COP
$148B
| $1.26K | ﹤0.01% |
+12
| New | +$1.2K |
|
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HFM Investment Advisors's Q1 2025 Portfolio in Review
Q1 2025 is the first quarter with a 13F filing on record for HFM Investment Advisors, which disclosed 1,189 positions worth $206M. Its ten largest holdings account for 97% of the portfolio.
Its largest position is Vanguard Total World Stock ETF: 1,196,406 shares worth $1.24M.
By sector, the portfolio is most concentrated in Industrials at 0.87% of assets, followed by Healthcare and Technology.
- HFM Investment Advisors's largest Q1 2025 buy was Vanguard Total World Stock ETF: 1,196,406 shares worth $1.24M.
- HFM Investment Advisors's ten largest holdings make up 97% of its $206M portfolio in Q1 2025.
- HFM Investment Advisors disclosed 1,189 positions in Q1 2025, its first 13F filing on record.
Based on HFM Investment Advisors's 13F filing for Q1 2025, filed 16 May 2025.