HR
Hardy Reed Portfolio holdings
AUM
$1.25B
This Quarter Return
+7.92%
1 Year Return
+16.49%
3 Year Return
+57.4%
5 Year Return
+82.32%
10 Year Return
–
AUM
$529M
AUM Growth
+$529M
(+17%)
Cap. Flow
+$43.4M
Cap. Flow
% of AUM
8.21%
Top 10 Holdings %
Top 10 Hldgs %
77.78%
Holding
117
New
30
Increased
21
Reduced
36
Closed
8
Top Buys
| 1 |
Vanguard Total International Stock ETF
VXUS
|
$16.7M |
| 2 |
Vanguard Value ETF
VTV
|
$8.26M |
| 3 |
Vanguard Small-Cap ETF
VB
|
$4.59M |
| 4 |
Vanguard Mid-Cap ETF
VO
|
$4.13M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$3.4M |
Top Sells
| 1 |
iShares Core MSCI Total International Stock ETF
IXUS
|
$10.8M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$4.36M |
| 3 |
iShares Russell 2000 Value ETF
IWN
|
$1.34M |
| 4 |
Dimensional US Core Equity Market ETF
DFAU
|
$986K |
| 5 |
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% |
