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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 %
170.87%
Top 10 Hldgs %
96.51%
Holding
1,189
New
1,188
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
VT icon
Vanguard Total World Stock ETF
VT
+$143M
2
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$94.3M
3
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$43.6M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$29.2M
5
DFNM icon
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
CB icon
176
Chubb
CB
$135B
$906 ﹤0.01%
+3
New +$834
APD icon
177
Air Products & Chemicals
APD
$68B
$885 ﹤0.01%
+3
New +$925
FISV
178
Fiserv Inc
FISV
$27.3B
$884 ﹤0.01%
+4
New +$876
MET icon
179
MetLife
MET
$62.1B
$884 ﹤0.01%
+11
New +$915
MPC icon
180
Marathon Petroleum
MPC
$87.2B
$875 ﹤0.01%
+6
New +$888
AIG icon
181
American International
AIG
$41B
$870 ﹤0.01%
+10
New +$777
HIG icon
182
Hartford Financial Services
HIG
$39.2B
$867 ﹤0.01%
+7
New +$803
DFS
183
DELISTED
Discover Financial Services
DFS
$854 ﹤0.01%
+5
New +$915
C icon
184
Citigroup
C
$226B
$852 ﹤0.01%
+12
New +$915
HON icon
185
Honeywell
HON
$77B
$847 ﹤0.01%
+4
New +$809
WMB icon
186
Williams Companies
WMB
$86.9B
$837 ﹤0.01%
+14
New +$801
COR icon
187
Cencora
COR
$61.5B
$835 ﹤0.01%
+3
New +$754
ALL icon
188
Allstate
ALL
$68.2B
$829 ﹤0.01%
+4
New +$779
CTAS icon
189
Cintas
CTAS
$80.9B
$823 ﹤0.01%
+4
New +$797
GD icon
190
General Dynamics
GD
$107B
$818 ﹤0.01%
+3
New +$780
TRGP icon
191
Targa Resources
TRGP
$56.1B
$802 ﹤0.01%
+4
New +$794
GM icon
192
General Motors
GM
$77B
$800 ﹤0.01%
+17
New +$838
LRCX icon
193
Lam Research
LRCX
$387B
$800 ﹤0.01%
+11
New +$866
PM icon
194
Philip Morris
PM
$291B
$794 ﹤0.01%
+5
New +$708
VLO icon
195
Valero Energy
VLO
$89.1B
$793 ﹤0.01%
+6
New +$796
SCHW
196
Charles Schwab
SCHW
$189B
$783 ﹤0.01%
+10
New +$785
AFL icon
197
Aflac
AFL
$62.1B
$779 ﹤0.01%
+7
New +$742
BNY
198
Bank of New York Mellon
BNY
$108B
$755 ﹤0.01%
+9
New +$756
HOOD icon
199
Robinhood
HOOD
$84.3B
$750 ﹤0.01%
+18
New +$856
ITW icon
200
Illinois Tool Works
ITW
$84.1B
$745 ﹤0.01%
+3
New +$771
6 7
8
9 10

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VPF
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WW
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ONPI
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HMP
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4WM
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A
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FFL
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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.