HIA

HFM Investment Advisors Portfolio holdings

AUM $256M
1-Year Est. Return 15.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$227M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,329
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$3.93M
3
+$256K
4
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$196K
5
AOA icon
iShares Core 80/20 Aggressive Allocation ETF
AOA
+$88.4K

Top Sells

1
+$142M
2
+$5.28M
3
+$3.34M
4
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$2.73M
5
DFGX icon
Dimensional ETF Trust Dimensional International Core Fixed Income ETF
DFGX
+$2.18M

Sector Composition

1 Industrials 1.01%
2 Technology 0.77%
3 Healthcare 0.61%
4 Utilities 0.25%
5 Energy 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$4.46K ﹤0.01%
11
+1
127
$4.35K ﹤0.01%
92
+59
128
$4.27K ﹤0.01%
11
+8
129
$4.22K ﹤0.01%
9
+5
130
$4.18K ﹤0.01%
21
-1
131
$4.15K ﹤0.01%
19
+9
132
$3.87K ﹤0.01%
52
+13
133
$3.86K ﹤0.01%
14
+7
134
$3.85K ﹤0.01%
11
+6
135
$3.81K ﹤0.01%
28
+16
136
$3.77K ﹤0.01%
214
137
$3.76K ﹤0.01%
12
+7
138
$3.75K ﹤0.01%
327
+32
139
$3.66K ﹤0.01%
33
+19
140
$3.63K ﹤0.01%
13
+8
141
$3.6K ﹤0.01%
45
+26
142
$3.58K ﹤0.01%
4
+2
143
$3.48K ﹤0.01%
13
+8
144
$3.45K ﹤0.01%
19
145
$3.43K ﹤0.01%
26
+13
146
$3.27K ﹤0.01%
74
+7
147
$3.14K ﹤0.01%
88
+48
148
$3.1K ﹤0.01%
8
+5
149
$3.09K ﹤0.01%
33
+15
150
$3.08K ﹤0.01%
43
+26
4 5
6
7 8