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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 | |
|---|---|---|---|---|---|---|
151
United Rentals
URI
$72.4B
| $1.25K | ﹤0.01% |
+2
| New | +$1.38K |
|
152
Automatic Data Processing
ADP
$108B
| $1.22K | ﹤0.01% |
+4
| New | +$1.21K |
|
153
TJX Companies
TJX
$178B
| $1.22K | ﹤0.01% |
+10
| New | +$1.21K |
|
154
RTX Corp
RTX
$301B
| $1.19K | ﹤0.01% |
+9
| New | +$1.14K |
|
155
Union Pacific
UNP
$174B
| $1.18K | ﹤0.01% |
+5
| New | +$1.2K |
|
156
Broadcom
AVGO
$2.04T
| $1.17K | ﹤0.01% |
+7
| New | +$1.48K |
|
157
Merck
MRK
$318B
| $1.17K | ﹤0.01% |
+13
| New | +$1.21K |
|
158
Adobe
ADBE
$105B
| $1.15K | ﹤0.01% |
+3
| New | +$1.29K |
|
159
Kroger
KR
$34.8B
| $1.15K | ﹤0.01% |
+17
| New | +$1.08K |
|
160
Progressive
PGR
$125B
| $1.13K | ﹤0.01% |
+4
| New | +$1.05K |
|
|
HES
161
DELISTED
Hess
HES
| $1.12K | ﹤0.01% |
+7
| New | +$1.03K |
|
162
Texas Instruments
TXN
$261B
| $1.08K | ﹤0.01% |
+6
| New | +$1.12K |
|
163
American Express
AXP
$230B
| $1.08K | ﹤0.01% |
+4
| New | +$1.18K |
|
164
Sherwin-Williams
SHW
$89.8B
| $1.05K | ﹤0.01% |
+3
| New | +$1.05K |
|
165
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.7B
| $1.03K | ﹤0.01% |
+27
| New | +$1.06K |
|
166
Royal Caribbean
RCL
$85.6B
| $1.03K | ﹤0.01% |
+5
| New | +$1.18K |
|
167
EOG Resources
EOG
$70.7B
| $1.03K | ﹤0.01% |
+8
| New | +$1.03K |
|
168
Caterpillar
CAT
$387B
| $990 | ﹤0.01% |
+3
| New | +$1.07K |
|
169
W.W. Grainger
GWW
$60.2B
| $988 | ﹤0.01% |
+1
| New | +$1.03K |
|
170
Cigna
CI
$74.6B
| $987 | ﹤0.01% |
+3
| New | +$904 |
|
171
Ameriprise Financial
AMP
$48.8B
| $969 | ﹤0.01% |
+2
| New | +$1.05K |
|
172
Moody's
MCO
$82.7B
| $932 | ﹤0.01% |
+2
| New | +$964 |
|
173
Waste Management
WM
$91B
| $927 | ﹤0.01% |
+4
| New | +$886 |
|
174
Qualcomm
QCOM
$176B
| $922 | ﹤0.01% |
+6
| New | +$978 |
|
175
Becton Dickinson
BDX
$48.2B
| $917 | ﹤0.01% |
+4
| New | +$928 |
|
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FFL
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.