HR
Hardy Reed Portfolio holdings
AUM
$1.25B
This Quarter Return
+11.86%
1 Year Return
+16.49%
3 Year Return
+57.4%
5 Year Return
+82.32%
10 Year Return
–
AUM
$273M
AUM Growth
+$273M
(+12%)
Cap. Flow
+$485K
Cap. Flow
% of AUM
0.18%
Top 10 Holdings %
Top 10 Hldgs %
75.23%
Holding
67
New
10
Increased
9
Reduced
15
Closed
2
Top Buys
Top Sells
| 1 |
Vanguard Small-Cap ETF
VB
|
$1.45M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$927K |
| 3 |
iShares MSCI EAFE Min Vol Factor ETF
EFAV
|
$649K |
| 4 |
iShares TIPS Bond ETF
TIP
|
$482K |
| 5 |
Invesco Senior Loan ETF
BKLN
|
$471K |
Sector Composition
| 1 | Communication Services | 1.63% |
| 2 | Financials | 1.39% |
| 3 | Technology | 1.21% |
| 4 | Industrials | 0.66% |
| 5 | Consumer Discretionary | 0.62% |
