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
151
$2.99K ﹤0.01%
13
+8
152
$2.96K ﹤0.01%
24
+14
153
$2.78K ﹤0.01%
9
+5
154
$2.68K ﹤0.01%
19
+13
155
$2.67K ﹤0.01%
5
+3
156
$2.63K ﹤0.01%
18
+9
157
$2.61K ﹤0.01%
14
+9
158
$2.54K ﹤0.01%
5
+2
159
$2.41K ﹤0.01%
15
+10
160
$2.4K ﹤0.01%
9
+5
161
$2.39K ﹤0.01%
15
+9
162
$2.32K ﹤0.01%
5
+2
163
$2.31K ﹤0.01%
7
+4
164
$2.3K ﹤0.01%
27
+15
165
$2.27K ﹤0.01%
19
+11
166
$2.26K ﹤0.01%
3
+1
167
$2.24K ﹤0.01%
25
+13
168
$2.19K ﹤0.01%
24
+14
169
$2.19K ﹤0.01%
24
+15
170
$2.18K ﹤0.01%
7
+2
171
$2.18K ﹤0.01%
8
+6
172
$2.17K ﹤0.01%
7
+5
173
$2.16K ﹤0.01%
13
+7
174
$2.16K ﹤0.01%
37
+23
175
$2.14K ﹤0.01%
22
+11
5 6
7
8 9