HR

Hardy Reed Portfolio holdings

AUM $1.4B
1-Year Est. Return 19.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$996M
AUM Growth
+$191M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$9.54M
2
+$8.98M
3
+$8.27M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$5.3M
5
AMZN icon
Amazon
AMZN
+$5.26M

Top Sells

1
+$268K
2
+$262K
3
+$248K
4
AAON icon
Aaon
AAON
+$245K
5
KNSL icon
Kinsale Capital Group
KNSL
+$240K

Sector Composition

1 Financials 13.26%
2 Technology 7.42%
3 Healthcare 2.02%
4 Communication Services 1.94%
5 Industrials 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$188K 0.02%
10,237
+245
227
$179K 0.02%
+10,450
228
$146K 0.01%
11,478
229
– –
-2,777
230
– –
-3,058
231
– –
-4,063
232
– –
-1,916
233
– –
-616
234
– –
-458
235
– –
-1,180
236
– –
-1,193
237
– –
-7,700
6 7 8 9
10