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
176
$906 ﹤0.01%
+3
177
$885 ﹤0.01%
+3
178
$884 ﹤0.01%
+4
179
$884 ﹤0.01%
+11
180
$875 ﹤0.01%
+6
181
$870 ﹤0.01%
+10
182
$867 ﹤0.01%
+7
183
$854 ﹤0.01%
+5
184
$852 ﹤0.01%
+12
185
$847 ﹤0.01%
+4
186
$837 ﹤0.01%
+14
187
$835 ﹤0.01%
+3
188
$829 ﹤0.01%
+4
189
$823 ﹤0.01%
+4
190
$818 ﹤0.01%
+3
191
$802 ﹤0.01%
+4
192
$800 ﹤0.01%
+17
193
$800 ﹤0.01%
+11
194
$794 ﹤0.01%
+5
195
$793 ﹤0.01%
+6
196
$783 ﹤0.01%
+10
197
$779 ﹤0.01%
+7
198
$755 ﹤0.01%
+9
199
$750 ﹤0.01%
+18
200
$745 ﹤0.01%
+3
6 7
8
9 10