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
$521M
AUM Growth
+$42.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$7.37M
2
+$7.04M
3
+$5.79M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.33M
5
VTV icon
Vanguard Value ETF
VTV
+$2.76M

Top Sells

1
+$2.9M
2
+$2.64M
3
+$2.54M
4
DVY icon
iShares Select Dividend ETF
DVY
+$2.3M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.47M

Sector Composition

1 Technology 1.62%
2 Financials 1.39%
3 Consumer Discretionary 0.73%
4 Communication Services 0.62%
5 Industrials 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.83M 0.35%
16,835
-3,040
27
$1.72M 0.33%
10,355
-171
28
$1.49M 0.29%
6,306
-20
29
$1.45M 0.28%
9,501
-25
30
$1.32M 0.25%
2,775
31
$1.27M 0.24%
6,910
-15
32
$1.2M 0.23%
4,711
-10
33
$1.19M 0.23%
3,881
-10
34
$1.01M 0.19%
24,435
-3,671
35
$983K 0.19%
15,091
+283
36
$965K 0.19%
10,093
-30
37
$883K 0.17%
8,540
+200
38
$852K 0.16%
4,600
39
$828K 0.16%
11,527
-512
40
$826K 0.16%
5,849
+284
41
$725K 0.14%
11,120
-35
42
$702K 0.13%
11,431
+211
43
$697K 0.13%
18,075
+299
44
$695K 0.13%
5,384
-20
45
$660K 0.13%
4,014
-15
46
$621K 0.12%
2,110
-5
47
$619K 0.12%
19,052
-9,698
48
$563K 0.11%
4,244
-15
49
$547K 0.1%
21,776
-80
50
$508K 0.1%
19,560
+411
1
2
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