HR

Hardy Reed Portfolio holdings

AUM $1.37B
1-Year Est. Return 18.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.36B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$3.04M
3
+$1.51M
4
PNC icon
PNC Financial Services
PNC
+$1.27M
5
DCOR icon
Dimensional US Core Equity 1 ETF
DCOR
+$1.08M

Top Sells

1
+$1.88M
2
+$1.67M
3
+$1.32M
4
PYPL icon
PayPal
PYPL
+$1.19M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.12M

Sector Composition

1 Financials 14.02%
2 Technology 6.57%
3 Communication Services 2.21%
4 Industrials 2.21%
5 Consumer Discretionary 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.97M 0.59%
116,362
+453
27
$7.72M 0.57%
205,642
28
$6.56M 0.48%
26,942
-6,290
29
$6.43M 0.47%
70,334
-238
30
$6.43M 0.47%
140,471
31
$6.04M 0.44%
29,678
32
$5.26M 0.39%
67,373
+4,175
33
$4.99M 0.37%
92,083
+1,170
34
$4.99M 0.37%
8,110
-21
35
$4.88M 0.36%
14,294
+215
36
$4.64M 0.34%
64,006
37
$4.51M 0.33%
15,016
38
$4.37M 0.32%
13,249
+3,071
39
$4.27M 0.31%
5,815
+402
40
$4.17M 0.31%
10,281
-587
41
$4M 0.29%
6,667
+92
42
$3.63M 0.27%
8,604
-2,075
43
$3.31M 0.24%
64,528
+805
44
$3.03M 0.22%
24,462
+315
45
$2.9M 0.21%
5,103
+46
46
$2.83M 0.21%
8,521
+101
47
$2.73M 0.2%
24,170
-3,935
48
$2.7M 0.2%
2,313
+32
49
$2.46M 0.18%
5,080
+20
50
$2.38M 0.17%
10,261
+415
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2
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