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
$1.13B
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$4.71M
2
+$3.65M
3
+$3.6M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.45M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.44M

Top Sells

1
+$1.58M
2
+$1.47M
3
+$1.32M
4
LEA icon
Lear
LEA
+$1.31M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$981K

Sector Composition

1 Financials 13.52%
2 Technology 7%
3 Industrials 2.27%
4 Communication Services 1.9%
5 Consumer Discretionary 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.35M 0.56%
33,318
27
$6.34M 0.56%
71,199
-227
28
$6.16M 0.54%
45,878
+3,321
29
$5.69M 0.5%
140,555
30
$5.49M 0.48%
29,678
31
$4.42M 0.39%
13,995
+59
32
$4.28M 0.38%
11,000
-26
33
$4.08M 0.36%
64,006
34
$4M 0.35%
90,905
35
$3.9M 0.34%
10,565
36
$3.79M 0.33%
50,743
+10,110
37
$3.52M 0.31%
15,016
38
$3.51M 0.31%
70,236
+3,844
39
$3.46M 0.31%
6,775
40
$3.25M 0.29%
13,572
-175
41
$3.04M 0.27%
28,239
-1,170
42
$2.75M 0.24%
13,398
+20
43
$2.7M 0.24%
7,684
44
$2.64M 0.23%
5,015
+23
45
$2.57M 0.23%
11,086
-303
46
$2.5M 0.22%
8,428
47
$2.39M 0.21%
16,025
48
$2.25M 0.2%
13,728
49
$2.25M 0.2%
9,950
50
$2.21M 0.19%
18,347
+12
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