We are live on
!
Find out more
HR
Hardy Reed Portfolio holdings
AUM
$1.37B
1-Year Est. Return
18.93%
This Fund
S&P 500
1 Year Est. Return
+18.93%
AUM
$1.37B
AUM Growth
-$31.5M
(-2.2%)
Holding
258
Top Buys
| 1 | +$8.86M | |
| 2 | +$3.04M | |
| 3 | +$2.4M | |
| 4 |
Freeport-McMoran
FCX
|
+$1.78M |
| 5 |
Dimensional US Core Equity 1 ETF
DCOR
|
+$1.56M |
Top Sells
| 1 | +$8.8M | |
| 2 | +$2.17M | |
| 3 | +$2.04M | |
| 4 |
Intercontinental Exchange
ICE
|
+$1.67M |
| 5 |
iShares Core MSCI Total International Stock ETF
IXUS
|
+$914K |
Sector Composition
| 1 | Financials | 13.05% |
| 2 | Technology | 6.05% |
| 3 | Communication Services | 2.34% |
| 4 | Industrials | 2.18% |
| 5 | Consumer Discretionary | 1.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
251
Intercontinental Exchange
ICE
$77.5B
| – | – |
-10,322
|
|
||
252
Icon
ICLR
$10.9B
| – | – |
-1,147
|
|
||
253
Intuitive Surgical
ISRG
$146B
| – | – |
-447
|
|
||
254
iShares Russell 1000 ETF
IWB
$48.3B
| – | – |
-540
|
|
||
|
NVO
255
Novo Nordisk
NVO
$197B
| – | – |
-7,177
|
|
||
256
SAP
SAP
$190B
| – | – |
-1,087
|
|
||
257
Thor Industries
THO
$3.91B
| – | – |
-2,413
|
|
||
258
Workiva
WK
$2.79B
| – | – |
-2,543
|
|