HR
Hardy Reed Portfolio holdings
AUM
$1.25B
This Quarter Return
+5.64%
1 Year Return
+16.49%
3 Year Return
+57.4%
5 Year Return
+82.32%
10 Year Return
–
AUM
$567M
AUM Growth
+$567M
(-0.16%)
Cap. Flow
-$30.7M
Cap. Flow
% of AUM
-5.42%
Top 10 Holdings %
Top 10 Hldgs %
83.55%
Holding
115
New
4
Increased
13
Reduced
45
Closed
17
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$4.21M |
| 2 |
Vanguard Total International Bond ETF
BNDX
|
$2.02M |
| 3 |
Medpace
MEDP
|
$249K |
| 4 |
Wells Fargo
WFC
|
$234K |
| 5 |
Dimensional US Small Cap ETF
DFAS
|
$224K |
Top Sells
| 1 |
Vanguard Value ETF
VTV
|
$6.76M |
| 2 |
iShares MSCI EAFE Min Vol Factor ETF
EFAV
|
$5.05M |
| 3 |
Vanguard Small-Cap ETF
VB
|
$4.74M |
| 4 |
Vanguard Mid-Cap ETF
VO
|
$4.7M |
| 5 |
Vanguard Growth ETF
VUG
|
$2.82M |
Sector Composition
| 1 | Technology | 1.54% |
| 2 | Industrials | 0.93% |
| 3 | Financials | 0.79% |
| 4 | Consumer Discretionary | 0.6% |
| 5 | Communication Services | 0.52% |
