HR

Hardy Reed Portfolio holdings

AUM $1.25B
1-Year Est. Return 16.49%
This Quarter Est. Return
1 Year Est. Return
+16.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.13B
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$4.71M
2
+$3.65M
3
+$3.6M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.45M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.44M

Top Sells

1
+$1.58M
2
+$1.47M
3
+$1.32M
4
LEA icon
Lear
LEA
+$1.31M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$981K

Sector Composition

1 Financials 13.52%
2 Technology 7%
3 Industrials 2.27%
4 Communication Services 1.9%
5 Consumer Discretionary 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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252
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254
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255
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257
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258
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260
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261
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262
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263
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264
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-25,590
7 8 9 10
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