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
$521M
AUM Growth
+$42.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$7.37M
2
+$7.04M
3
+$5.79M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.33M
5
VTV icon
Vanguard Value ETF
VTV
+$2.76M

Top Sells

1
+$2.9M
2
+$2.64M
3
+$2.54M
4
DVY icon
iShares Select Dividend ETF
DVY
+$2.3M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.47M

Sector Composition

1 Technology 1.62%
2 Financials 1.39%
3 Consumer Discretionary 0.73%
4 Communication Services 0.62%
5 Industrials 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$493K 0.09%
14,565
-60
52
$471K 0.09%
7,117
-20
53
$453K 0.09%
4,560
54
$451K 0.09%
4,159
55
$441K 0.08%
7,968
-30
56
$432K 0.08%
5,825
-20
57
$419K 0.08%
3,916
+1,014
58
$417K 0.08%
3,871
-15
59
$404K 0.08%
5,160
60
$401K 0.08%
13,110
61
$390K 0.07%
+2,520
62
$384K 0.07%
1,743
-5
63
$377K 0.07%
4,566
-3,380
64
$365K 0.07%
1,760
65
$355K 0.07%
8,198
+146
66
$353K 0.07%
3,460
67
$353K 0.07%
9,753
-30
68
$349K 0.07%
9,022
-30
69
$346K 0.07%
1,926
70
$333K 0.06%
3,420
71
$330K 0.06%
23,764
72
$309K 0.06%
2,412
73
$302K 0.06%
4,961
74
$297K 0.06%
5,843
75
$297K 0.06%
14,346
-2,020
1 2
3
4 5