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
$529M
AUM Growth
+$77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$8.26M
3
+$4.59M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$4.13M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.4M

Top Sells

1
+$10.8M
2
+$4.36M
3
+$1.34M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$986K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$862K

Sector Composition

1 Technology 1.22%
2 Financials 1.14%
3 Industrials 0.67%
4 Consumer Discretionary 0.55%
5 Communication Services 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$674K 0.13%
+11,520
52
$611K 0.12%
5,318
-60
53
$589K 0.11%
6,776
54
$527K 0.1%
6,616
-36
55
$522K 0.1%
11,040
+2,259
56
$506K 0.1%
+6,116
57
$505K 0.1%
9,856
-45
58
$502K 0.1%
2,884
+1,228
59
$471K 0.09%
19,898
-398
60
$456K 0.09%
5,585
61
$451K 0.09%
18,978
-5,914
62
$451K 0.09%
+4,770
63
$441K 0.08%
3,437
-237
64
$434K 0.08%
11,744
+441
65
$430K 0.08%
3,458
+303
66
$426K 0.08%
7,542
67
$393K 0.07%
7,528
68
$389K 0.07%
3,748
69
$381K 0.07%
+6,315
70
$380K 0.07%
12,876
-46
71
$370K 0.07%
3,735
-17
72
$367K 0.07%
1,772
73
$365K 0.07%
14,114
+1,874
74
$349K 0.07%
+3,458
75
$339K 0.06%
4,870
-15
1 2
3
4 5