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
1
$91.7M 40.31%
2,558,691
-158,287
2
$46.4M 20.4%
1,580,414
-99,150
3
$26.2M 11.51%
619,646
-80,169
4
$17.6M 7.72%
370,076
+5,415
5
$15.5M 6.8%
+435,180
6
$7.96M 3.5%
149,128
-41,332
7
$4.3M 1.89%
160,435
+7,469
8
$4.01M 1.76%
+73,509
9
$2.14M 0.94%
25,682
+1,130
10
$1.47M 0.65%
11,437
-1,184,969
11
$857K 0.38%
5,610
+569
12
$749K 0.33%
10,797
+45
13
$739K 0.32%
11,998
+278
14
$576K 0.25%
2,236
+21
15
$536K 0.24%
1,613
+3
16
$525K 0.23%
3,448
+8
17
$484K 0.21%
1,641
+24
18
$451K 0.2%
4,188
+87
19
$325K 0.14%
1,007
+87
20
$296K 0.13%
559
+5
21
$239K 0.11%
753
+6
22
$192K 0.08%
4,041
-260
23
$191K 0.08%
6,343
-385
24
$174K 0.08%
1,093
+25
25
$145K 0.06%
2,871
-579
1
2 3 4 5