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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
KMI icon
201
Kinder Morgan
KMI
$69.7B
$742 ﹤0.01%
+26
New +$720
PSX icon
202
Phillips 66
PSX
$85.7B
$741 ﹤0.01%
+6
New +$739
CHTR icon
203
Charter Communications
CHTR
$18.3B
$738 ﹤0.01%
+2
New +$715
MRSH
204
Marsh
MRSH
$90.7B
$733 ﹤0.01%
+3
New +$681
FDX icon
205
FedEx
FDX
$77B
$732 ﹤0.01%
+3
New +$778
AMAT icon
206
Applied Materials
AMAT
$420B
$726 ﹤0.01%
+5
New +$841
JCI icon
207
Johnson Controls International
JCI
$92.2B
$721 ﹤0.01%
+9
New +$740
MDT icon
208
Medtronic
MDT
$114B
$719 ﹤0.01%
+8
New +$716
COF icon
209
Capital One
COF
$134B
$718 ﹤0.01%
+4
New +$756
KMB icon
210
Kimberly-Clark
KMB
$36B
$712 ﹤0.01%
+5
New +$674
BSX icon
211
Boston Scientific
BSX
$73.5B
$707 ﹤0.01%
+7
New +$705
BKR icon
212
Baker Hughes
BKR
$63.6B
$704 ﹤0.01%
+16
New +$714
MS icon
213
Morgan Stanley
MS
$339B
$701 ﹤0.01%
+6
New +$773
OKE icon
214
Oneok
OKE
$56.6B
$695 ﹤0.01%
+7
New +$695
AJG icon
215
Arthur J. Gallagher & Co
AJG
$64.5B
$691 ﹤0.01%
+2
New +$632
HLT icon
216
Hilton Worldwide
HLT
$70.3B
$683 ﹤0.01%
+3
New +$747
PCAR icon
217
PACCAR
PCAR
$68.9B
$682 ﹤0.01%
+7
New +$738
CSL icon
218
Carlisle Companies
CSL
$15.3B
$681 ﹤0.01%
+2
New +$717
CBOE icon
219
Cboe Global Markets
CBOE
$30B
$679 ﹤0.01%
+3
New +$622
MDLZ icon
220
Mondelez International
MDLZ
$78.1B
$679 ﹤0.01%
+10
New +$616
EBAY icon
221
eBay
EBAY
$48.2B
$678 ﹤0.01%
+10
New +$666
NEM icon
222
Newmont
NEM
$123B
$676 ﹤0.01%
+14
New +$615
WTW icon
223
Willis Towers Watson
WTW
$31.8B
$676 ﹤0.01%
+2
New +$652
ACGL icon
224
Arch Capital
ACGL
$33.3B
$674 ﹤0.01%
+7
New +$646
FTNT icon
225
Fortinet
FTNT
$121B
$674 ﹤0.01%
+7
New +$710
7 8
9
10 11

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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.