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
201
$1.83K ﹤0.01%
4
-1
202
$1.83K ﹤0.01%
4
+1
203
$1.82K ﹤0.01%
69
+24
204
$1.82K ﹤0.01%
16
-1
205
$1.8K ﹤0.01%
6
206
$1.8K ﹤0.01%
15
+3
207
$1.8K ﹤0.01%
8
+2
208
$1.79K ﹤0.01%
16
-1
209
$1.78K ﹤0.01%
5
+2
210
$1.78K ﹤0.01%
149
-6
211
$1.77K ﹤0.01%
13
212
$1.76K ﹤0.01%
5
-3
213
$1.76K ﹤0.01%
21
214
$1.76K ﹤0.01%
8
215
$1.74K ﹤0.01%
8
216
$1.73K ﹤0.01%
5
217
$1.73K ﹤0.01%
5
+2
218
$1.73K ﹤0.01%
5
-2
219
$1.72K ﹤0.01%
7
220
$1.72K ﹤0.01%
7
221
$1.71K ﹤0.01%
8
222
$1.71K ﹤0.01%
5
223
$1.7K ﹤0.01%
10
-3
224
$1.7K ﹤0.01%
9
225
$1.7K ﹤0.01%
3
7 8
9
10 11