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
$563M
AUM Growth
+$398K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$4.35M
2
+$1.79M
3
+$1.24M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$503K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$502K

Top Sells

1
+$1.26M
2
+$972K
3
+$583K
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$503K
5
AMED
Amedisys
AMED
+$253K

Sector Composition

1 Technology 1.74%
2 Financials 1.25%
3 Consumer Discretionary 0.64%
4 Communication Services 0.63%
5 Industrials 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.85M 0.33%
16,781
-54
27
$1.83M 0.33%
10,812
+746
28
$1.71M 0.3%
6,051
-240
29
$1.6M 0.29%
78,144
-24,500
30
$1.49M 0.27%
9,124
-352
31
$1.33M 0.24%
2,775
32
$1.33M 0.24%
4,871
+170
33
$1.16M 0.21%
3,531
-140
34
$1.13M 0.2%
6,679
-216
35
$1.11M 0.2%
15,091
36
$1.07M 0.19%
8,000
-500
37
$924K 0.16%
4,600
38
$879K 0.16%
10,666
+6,100
39
$876K 0.16%
9,693
-370
40
$859K 0.15%
23,835
41
$855K 0.15%
11,489
42
$851K 0.15%
5,849
43
$819K 0.15%
20,996
+557
44
$798K 0.14%
15,743
+9,900
45
$789K 0.14%
10,827
-405
46
$776K 0.14%
12,563
+395
47
$736K 0.13%
4,560
48
$694K 0.12%
2,045
-60
49
$692K 0.12%
5,044
-320
50
$659K 0.12%
22,144
+3,092
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