HR
Hardy Reed Portfolio holdings
AUM
$1.25B
This Quarter Return
+10.91%
1 Year Return
+16.49%
3 Year Return
+57.4%
5 Year Return
+82.32%
10 Year Return
–
AUM
$738M
AUM Growth
+$738M
(+34%)
Cap. Flow
+$131M
Cap. Flow
% of AUM
17.71%
Top 10 Holdings %
Top 10 Hldgs %
75.73%
Holding
123
New
19
Increased
29
Reduced
54
Closed
7
Top Buys
| 1 |
JPMorgan Chase
JPM
|
$63.6M |
| 2 |
Berkshire Hathaway Class A
BRK.A
|
$19.5M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$14.1M |
| 4 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
$13.9M |
| 5 |
Vanguard High Dividend Yield ETF
VYM
|
$13.9M |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$9.64M |
| 2 |
iShares Core MSCI Total International Stock ETF
IXUS
|
$7.83M |
| 3 |
iShares Russell 1000 Growth ETF
IWF
|
$7.83M |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
$4.57M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$3.5M |
Sector Composition
| 1 | Financials | 12.83% |
| 2 | Technology | 2.88% |
| 3 | Industrials | 1.09% |
| 4 | Consumer Discretionary | 0.53% |
| 5 | Communication Services | 0.43% |
