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
201
$742 ﹤0.01%
+26
202
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+6
203
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+2
204
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+3
205
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+3
206
$726 ﹤0.01%
+5
207
$721 ﹤0.01%
+9
208
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+8
209
$718 ﹤0.01%
+4
210
$712 ﹤0.01%
+5
211
$707 ﹤0.01%
+7
212
$704 ﹤0.01%
+16
213
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+10
221
$678 ﹤0.01%
+10
222
$676 ﹤0.01%
+14
223
$676 ﹤0.01%
+2
224
$674 ﹤0.01%
+7
225
$674 ﹤0.01%
+7
7 8
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10 11