HIA

HFM Investment Advisors Portfolio holdings

AUM $260M
1-Year Est. Return 15.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$246M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,323
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$1.01M
3
+$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

1
+$245K
2
+$213K
3
+$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

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
126
$4.98K ﹤0.01%
15
127
$4.85K ﹤0.01%
94
+2
128
$4.8K ﹤0.01%
40
129
$4.62K ﹤0.01%
62
130
$4.52K ﹤0.01%
110
131
$4.31K ﹤0.01%
4
132
$4.13K ﹤0.01%
20
-1
133
$3.95K ﹤0.01%
27
-2
134
$3.77K ﹤0.01%
45
135
$3.76K ﹤0.01%
214
136
$3.65K ﹤0.01%
26
137
$3.6K ﹤0.01%
19
138
$3.55K ﹤0.01%
32
-1
139
$3.48K ﹤0.01%
26
-2
140
$3.35K ﹤0.01%
12
-1
141
$3.35K ﹤0.01%
25
+3
142
$3.35K ﹤0.01%
20
+2
143
$3.33K ﹤0.01%
7
-2
144
$3.32K ﹤0.01%
23
-1
145
$3.29K ﹤0.01%
49
-3
146
$3.24K ﹤0.01%
10
-2
147
$3.18K ﹤0.01%
20
+1
148
$3.16K ﹤0.01%
19
+4
149
$3.13K ﹤0.01%
47
+30
150
$3.12K ﹤0.01%
37
4 5
6
7 8