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
176
$2.2K ﹤0.01%
13
177
$2.19K ﹤0.01%
7
+1
178
$2.19K ﹤0.01%
4
179
$2.13K ﹤0.01%
14
-1
180
$2.12K ﹤0.01%
22
+1
181
$2.11K ﹤0.01%
5
+1
182
$2.1K ﹤0.01%
67
-21
183
$2.1K ﹤0.01%
13
-2
184
$2.09K ﹤0.01%
19
+2
185
$2.09K ﹤0.01%
8
+3
186
$2.05K ﹤0.01%
7
-2
187
$2.05K ﹤0.01%
9
+4
188
$2.04K ﹤0.01%
17
+1
189
$2.02K ﹤0.01%
18
-1
190
$2K ﹤0.01%
22
191
$1.98K ﹤0.01%
8
-1
192
$1.97K ﹤0.01%
4
-1
193
$1.93K ﹤0.01%
9
194
$1.92K ﹤0.01%
3
195
$1.91K ﹤0.01%
2
196
$1.9K ﹤0.01%
8
197
$1.87K ﹤0.01%
33
+4
198
$1.87K ﹤0.01%
14
-2
199
$1.84K ﹤0.01%
29
-3
200
$1.83K ﹤0.01%
6
6 7
8
9 10