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
1
$89.6M 43.47%
+2,716,978
2
$44M 21.34%
+1,679,564
3
$29.4M 14.27%
+699,815
4
$17.3M 8.41%
+364,661
5
$9.95M 4.83%
+190,460
6
$4.02M 1.95%
+152,966
7
$1.88M 0.91%
+24,552
8
$1.24M 0.6%
+1,196,406
9
$836K 0.41%
+5,041
10
$675K 0.33%
+11,720
11
$664K 0.32%
+10,752
12
$505K 0.25%
+3,440
13
$488K 0.24%
+4,101
14
$443K 0.22%
+2,215
15
$416K 0.2%
+1,610
16
$402K 0.19%
+1,617
17
$203K 0.1%
+4,301
18
$203K 0.1%
+6,728
19
$194K 0.09%
+747
20
$186K 0.09%
+920
21
$182K 0.09%
+1,068
22
$175K 0.08%
+3,450
23
$169K 0.08%
+554
24
$157K 0.08%
+2,578
25
$128K 0.06%
+2,769
1
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