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
176
$2.14K ﹤0.01%
4
+3
177
$2.11K ﹤0.01%
6
+3
178
$2.1K ﹤0.01%
3
+2
179
$2.09K ﹤0.01%
7
+5
180
$2.08K ﹤0.01%
2
+1
181
$2.08K ﹤0.01%
15
+8
182
$2.07K ﹤0.01%
42
+25
183
$2.06K ﹤0.01%
9
+5
184
$2.04K ﹤0.01%
5
+3
185
$2.03K ﹤0.01%
16
+9
186
$2.03K ﹤0.01%
7
+4
187
$2.01K ﹤0.01%
32
+18
188
$2.01K ﹤0.01%
9
+5
189
$2K ﹤0.01%
68
+42
190
$2K ﹤0.01%
1
191
$1.96K ﹤0.01%
9
+6
192
$1.96K ﹤0.01%
+1
193
$1.93K ﹤0.01%
24
+13
194
$1.91K ﹤0.01%
15
+10
195
$1.9K ﹤0.01%
18
+11
196
$1.88K ﹤0.01%
5
+3
197
$1.87K ﹤0.01%
+4
198
$1.87K ﹤0.01%
9
+3
199
$1.86K ﹤0.01%
8
+4
200
$1.85K ﹤0.01%
17
6 7
8
9 10