HR
Hardy Reed Portfolio holdings
AUM
$1.25B
This Quarter Return
-5.84%
1 Year Return
+16.49%
3 Year Return
+57.4%
5 Year Return
+82.32%
10 Year Return
–
AUM
$452M
AUM Growth
+$452M
(-3.1%)
Cap. Flow
+$14.1M
Cap. Flow
% of AUM
3.11%
Top 10 Holdings %
Top 10 Hldgs %
84.65%
Holding
91
New
10
Increased
18
Reduced
21
Closed
4
Top Buys
| 1 |
iShares Core MSCI Total International Stock ETF
IXUS
|
$5.45M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$3.13M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$1.05M |
| 4 |
Vanguard Russell 3000 ETF
VTHR
|
$920K |
| 5 |
Alphabet (Google) Class C
GOOG
|
$784K |
Top Sells
| 1 |
iShares MSCI EAFE Growth ETF
EFG
|
$447K |
| 2 |
Dimensional US Core Equity Market ETF
DFAU
|
$428K |
| 3 |
Vanguard Financials ETF
VFH
|
$371K |
| 4 |
Vanguard Industrials ETF
VIS
|
$209K |
| 5 |
Vanguard Large-Cap ETF
VV
|
$204K |
Sector Composition
| 1 | Technology | 1.55% |
| 2 | Financials | 1.15% |
| 3 | Consumer Discretionary | 0.64% |
| 4 | Industrials | 0.62% |
| 5 | Communication Services | 0.53% |
