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
$568M
AUM Growth
+$39.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$3.44M
2
+$3.06M
3
+$1.86M
4
CSL icon
Carlisle Companies
CSL
+$904K
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$869K

Top Sells

1
+$1.82M
2
+$950K
3
+$422K
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$287K
5
RF icon
Regions Financial
RF
+$286K

Sector Composition

1 Technology 1.43%
2 Industrials 0.87%
3 Financials 0.75%
4 Consumer Discretionary 0.56%
5 Communication Services 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.81M 0.49%
24,000
27
$1.98M 0.35%
4,841
28
$1.82M 0.32%
13,312
29
$1.78M 0.31%
39,337
-428
30
$1.73M 0.3%
22,611
-87
31
$1.64M 0.29%
8,941
-455
32
$1.4M 0.25%
4,839
+10
33
$1.35M 0.24%
9,468
34
$1.34M 0.24%
8,447
35
$1.27M 0.22%
2,775
36
$1.25M 0.22%
78,144
37
$1.22M 0.21%
13,012
-238
38
$1.19M 0.21%
4,023
+475
39
$1.14M 0.2%
8,764
-279
40
$904K 0.16%
+4,000
41
$883K 0.16%
11,507
-527
42
$874K 0.15%
8,400
-180
43
$839K 0.15%
5,529
-659
44
$833K 0.15%
5,374
45
$805K 0.14%
23,695
+11
46
$794K 0.14%
15,163
47
$725K 0.13%
7,239
+463
48
$724K 0.13%
6,569
-134
49
$718K 0.13%
12,690
-450
50
$697K 0.12%
5,318
1
2
3 4 5