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
201
$1.83K ﹤0.01%
+1
202
$1.82K ﹤0.01%
10
+5
203
$1.81K ﹤0.01%
9
+5
204
$1.8K ﹤0.01%
6
+3
205
$1.8K ﹤0.01%
17
+8
206
$1.79K ﹤0.01%
17
+10
207
$1.77K ﹤0.01%
13
+7
208
$1.75K ﹤0.01%
5
+4
209
$1.75K ﹤0.01%
4
+3
210
$1.75K ﹤0.01%
8
+5
211
$1.75K ﹤0.01%
13
+7
212
$1.75K ﹤0.01%
8
+5
213
$1.72K ﹤0.01%
5
+2
214
$1.71K ﹤0.01%
20
+10
215
$1.7K ﹤0.01%
3
+2
216
$1.68K ﹤0.01%
155
+93
217
$1.68K ﹤0.01%
13
+9
218
$1.67K ﹤0.01%
21
+12
219
$1.67K ﹤0.01%
7
+4
220
$1.66K ﹤0.01%
21
+8
221
$1.66K ﹤0.01%
5
+4
222
$1.66K ﹤0.01%
2
+1
223
$1.64K ﹤0.01%
22
+12
224
$1.63K ﹤0.01%
7
+4
225
$1.61K ﹤0.01%
3
+2
7 8
9
10 11