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
151
$3.1K ﹤0.01%
11
-2
152
$3.07K ﹤0.01%
69
-5
153
$2.86K ﹤0.01%
3
154
$2.84K ﹤0.01%
17
+4
155
$2.78K ﹤0.01%
3
-5
156
$2.75K ﹤0.01%
14
157
$2.74K ﹤0.01%
27
158
$2.72K ﹤0.01%
33
+9
159
$2.71K ﹤0.01%
+206
160
$2.62K ﹤0.01%
24
161
$2.6K ﹤0.01%
11
-2
162
$2.6K ﹤0.01%
4
163
$2.56K ﹤0.01%
42
164
$2.55K ﹤0.01%
12
-10
165
$2.5K ﹤0.01%
5
166
$2.48K ﹤0.01%
3
167
$2.43K ﹤0.01%
36
-7
168
$2.39K ﹤0.01%
25
+1
169
$2.37K ﹤0.01%
13
170
$2.31K ﹤0.01%
12
-1
171
$2.27K ﹤0.01%
3
172
$2.27K ﹤0.01%
24
-1
173
$2.27K ﹤0.01%
14
+7
174
$2.22K ﹤0.01%
7
175
$2.21K ﹤0.01%
27
5 6
7
8 9