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
151
$1.25K ﹤0.01%
+2
152
$1.22K ﹤0.01%
+4
153
$1.22K ﹤0.01%
+10
154
$1.19K ﹤0.01%
+9
155
$1.18K ﹤0.01%
+5
156
$1.17K ﹤0.01%
+7
157
$1.17K ﹤0.01%
+13
158
$1.15K ﹤0.01%
+17
159
$1.15K ﹤0.01%
+3
160
$1.13K ﹤0.01%
+4
161
$1.12K ﹤0.01%
+7
162
$1.08K ﹤0.01%
+6
163
$1.08K ﹤0.01%
+4
164
$1.05K ﹤0.01%
+3
165
$1.03K ﹤0.01%
+27
166
$1.03K ﹤0.01%
+5
167
$1.03K ﹤0.01%
+8
168
$990 ﹤0.01%
+3
169
$988 ﹤0.01%
+1
170
$987 ﹤0.01%
+3
171
$969 ﹤0.01%
+2
172
$932 ﹤0.01%
+2
173
$927 ﹤0.01%
+4
174
$922 ﹤0.01%
+6
175
$917 ﹤0.01%
+4
5 6
7
8 9