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
$567M
AUM Growth
-$914K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$4.21M
2
+$2.02M
3
+$249K
4
WFC icon
Wells Fargo
WFC
+$234K
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$224K

Top Sells

1
+$6.76M
2
+$5.05M
3
+$4.74M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$4.7M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.82M

Sector Composition

1 Technology 1.54%
2 Industrials 0.93%
3 Financials 0.79%
4 Consumer Discretionary 0.6%
5 Communication Services 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.61M 0.28%
11,311
-47,546
27
$1.41M 0.25%
4,151
-688
28
$1.4M 0.25%
8,447
29
$1.33M 0.23%
2,775
30
$1.25M 0.22%
8,607
-157
31
$1.24M 0.22%
13,012
32
$1.22M 0.22%
9,248
-220
33
$1.22M 0.21%
3,916
-107
34
$1.03M 0.18%
4,000
35
$1.01M 0.18%
3,580
-9,966
36
$985K 0.17%
8,140
-260
37
$872K 0.15%
5,269
-105
38
$842K 0.15%
23,695
39
$805K 0.14%
15,163
40
$784K 0.14%
10,422
-1,085
41
$773K 0.14%
12,135
-555
42
$770K 0.14%
4,428
43
$763K 0.13%
13,454
+2,774
44
$733K 0.13%
5,228
-90
45
$725K 0.13%
8,272
-138
46
$653K 0.12%
6,071
-498
47
$636K 0.11%
7,126
-113
48
$633K 0.11%
3,297
-140
49
$588K 0.1%
1,507
+450
50
$585K 0.1%
2,884
1
2
3 4 5