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
$244M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1 +$64.7M
2 +$28.9M
3 +$18.3M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$13.7M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$12.9M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 1.68%
2 Financials 1.26%
3 Technology 0.85%
4 Industrials 0.65%
5 Healthcare 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$253K 0.1%
+21,656
52
$249K 0.1%
+1,804
53
$242K 0.1%
+5,542
54
$242K 0.1%
+3,556
55
$225K 0.09%
+2,336
56
$216K 0.09%
+4,266
57
$83K 0.03%
+2,275