HR
Hardy Reed Portfolio holdings
AUM
$1.36B
1-Year Est. Return
18.18%
This Fund
S&P 500
1 Year Est. Return
+18.18%
AUM
$1.25B
AUM Growth
+$114M
(+10%)
Holding
257
Top Buys
| 1 | +$5.71M | |
| 2 | +$2.66M | |
| 3 | +$1.29M | |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
+$1.28M |
| 5 |
Thermo Fisher Scientific
TMO
|
+$1.01M |
Top Sells
| 1 | +$3.3M | |
| 2 | +$1.06M | |
| 3 | +$976K | |
| 4 |
Elevance Health
ELV
|
+$889K |
| 5 |
Adobe
ADBE
|
+$867K |
Sector Composition
| 1 | Financials | 14.26% |
| 2 | Technology | 6.07% |
| 3 | Industrials | 2.39% |
| 4 | Communication Services | 1.98% |
| 5 | Consumer Discretionary | 1.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
Distillate US Fundamental Stability & Value ETF
DSTL
$1.89B
| – | – |
-7,310
|
|
||
252
The Ensign Group
ENSG
$9.94B
| – | – |
-1,710
|
|
||
253
Freshpet
FRPT
$3.4B
| – | – |
-2,414
|
|
||
254
Icon
ICLR
$13.8B
| – | – |
-1,144
|
|
||
255
Lear
LEA
$6.07B
| – | – |
-12,000
|
|
||
256
LyondellBasell Industries
LYB
$15.8B
| – | – |
-2,896
|
|
||
257
Neogen
NEOG
$2.22B
| – | – |
-10,929
|
|