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
$568M
AUM Growth
+$39.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$3.44M
2
+$3.06M
3
+$1.86M
4
CSL icon
Carlisle Companies
CSL
+$904K
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$869K

Top Sells

1
+$1.82M
2
+$950K
3
+$422K
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$287K
5
RF icon
Regions Financial
RF
+$286K

Sector Composition

1 Technology 1.43%
2 Industrials 0.87%
3 Financials 0.75%
4 Consumer Discretionary 0.56%
5 Communication Services 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$681K 0.12%
22,281
-998
52
$672K 0.12%
10,523
-997
53
$669K 0.12%
4,428
+970
54
$642K 0.11%
8,410
+882
55
$559K 0.1%
10,680
-147
56
$541K 0.1%
4,744
-26
57
$539K 0.09%
2,884
58
$524K 0.09%
19,436
-462
59
$523K 0.09%
3,437
60
$521K 0.09%
5,520
-65
61
$513K 0.09%
6,546
-70
62
$476K 0.08%
6,116
63
$473K 0.08%
12,864
-12
64
$452K 0.08%
18,776
-202
65
$449K 0.08%
7,542
66
$445K 0.08%
11,903
+159
67
$432K 0.08%
2,038
+100
68
$413K 0.07%
3,748
69
$397K 0.07%
14,802
+688
70
$395K 0.07%
+1,563
71
$394K 0.07%
8,013
-3,027
72
$393K 0.07%
4,870
73
$391K 0.07%
6,280
-35
74
$389K 0.07%
9,534
-322
75
$372K 0.07%
3,735
1 2
3
4 5