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
1
$98.4M 39.93%
2,552,121
-6,570
2
$49.4M 20.03%
1,573,404
-7,010
3
$30.4M 12.32%
709,967
+90,321
4
$18M 7.3%
375,124
+5,048
5
$16.9M 6.85%
447,144
+11,964
6
$9.07M 3.68%
168,062
+18,934
7
$4.97M 2.02%
181,998
+21,563
8
$4.6M 1.86%
82,717
+9,208
9
$2.33M 0.94%
26,384
+702
10
$1.61M 0.65%
11,658
+221
11
$1.04M 0.42%
5,628
+18
12
$771K 0.31%
11,976
-22
13
$739K 0.3%
10,794
-3
14
$673K 0.27%
2,236
15
$563K 0.23%
1,611
-2
16
$535K 0.22%
3,448
17
$475K 0.19%
4,211
+23
18
$465K 0.19%
1,647
+6
19
$344K 0.14%
559
20
$334K 0.14%
752
-1
21
$331K 0.13%
1,006
-1
22
$178K 0.07%
5,888
-455
23
$178K 0.07%
3,744
-297
24
$168K 0.07%
1,091
-2
25
$150K 0.06%
589
+29
1
2 3 4 5