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
$996M
AUM Growth
+$191M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$9.5M
3
+$8.94M
4
AMZN icon
Amazon
AMZN
+$5.53M
5
NVDA icon
NVIDIA
NVDA
+$5.3M

Top Sells

1
+$279K
2
+$262K
3
+$248K
4
AAON icon
Aaon
AAON
+$245K
5
KNSL icon
Kinsale Capital Group
KNSL
+$240K

Sector Composition

1 Financials 13.26%
2 Technology 7.42%
3 Healthcare 2.02%
4 Communication Services 1.94%
5 Industrials 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.91M 0.59%
208,828
27
$5.3M 0.53%
+42,904
28
$5.28M 0.53%
140,755
-1,497
29
$5.18M 0.52%
29,678
30
$3.95M 0.4%
112,766
+246
31
$3.77M 0.38%
64,006
32
$3.74M 0.38%
10,878
+7,405
33
$3.52M 0.35%
+13,400
34
$3.47M 0.35%
+10,550
35
$3.32M 0.33%
66,514
-1,723
36
$3.27M 0.33%
74,767
37
$3.25M 0.33%
+6,775
38
$3.23M 0.32%
+28,091
39
$3.22M 0.32%
15,000
40
$3.18M 0.32%
+5,875
41
$3.18M 0.32%
+5,717
42
$2.88M 0.29%
13,862
+5,251
43
$2.33M 0.23%
+7,681
44
$2.19M 0.22%
+16,025
45
$2.17M 0.22%
+4,928
46
$2.15M 0.22%
+4,224
47
$2.11M 0.21%
42,599
-361
48
$2.09M 0.21%
13,728
49
$1.99M 0.2%
+13,378
50
$1.98M 0.2%
+11,527
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