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
$738M
AUM Growth
+$187M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$63.6M
2
+$19.5M
3
+$14.1M
4
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$13.9M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$13.9M

Top Sells

1
+$9.64M
2
+$7.83M
3
+$7.83M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$4.57M
5
IVV icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.54M 0.48%
71,049
-13,153
27
$3.32M 0.45%
64,006
28
$3.07M 0.42%
74,767
29
$2.47M 0.33%
+46,148
30
$2.23M 0.3%
46,543
+8,671
31
$2.07M 0.28%
13,312
32
$1.87M 0.25%
4,963
+623
33
$1.74M 0.24%
8,183
-758
34
$1.59M 0.22%
20,631
-876
35
$1.52M 0.21%
8,447
36
$1.41M 0.19%
2,775
-24
37
$1.38M 0.19%
8,636
-192
38
$1.3M 0.18%
13,470
-2,349
39
$1.22M 0.16%
3,513
+116
40
$1.13M 0.15%
14,756
+2,488
41
$1.12M 0.15%
7,941
-120
42
$1.11M 0.15%
3,580
43
$970K 0.13%
14,096
+786
44
$970K 0.13%
25,510
45
$962K 0.13%
17,397
-493
46
$859K 0.12%
+4,278
47
$830K 0.11%
4,312
-116
48
$810K 0.11%
12,795
+750
49
$757K 0.1%
7,430
-57
50
$751K 0.1%
2,123
+205
1
2
3 4 5