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
$738M
AUM Growth
+$187M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$63.6M
2
+$19.5M
3
+$14.1M
4
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$13.9M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$13.9M

Top Sells

1
+$9.64M
2
+$7.83M
3
+$7.83M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$4.57M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.5M

Sector Composition

1 Financials 12.83%
2 Technology 2.88%
3 Industrials 1.09%
4 Consumer Discretionary 0.53%
5 Communication Services 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$727K 0.1%
21,586
52
$686K 0.09%
4,886
-122
53
$676K 0.09%
1,468
-24
54
$674K 0.09%
4,299
-1,338
55
$605K 0.08%
8,602
+2,322
56
$583K 0.08%
2,672
-143
57
$583K 0.08%
6,315
+137
58
$582K 0.08%
17,986
-302
59
$576K 0.08%
4,010
-464
60
$570K 0.08%
5,301
-587
61
$569K 0.08%
+2,256
62
$564K 0.08%
2,911
-386
63
$560K 0.08%
5,972
-81
64
$553K 0.07%
+5,100
65
$544K 0.07%
10,350
+2,337
66
$530K 0.07%
2,158
+288
67
$526K 0.07%
3,464
+1,304
68
$508K 0.07%
10,776
-52
69
$508K 0.07%
20,748
-1,329
70
$475K 0.06%
3,486
+1,695
71
$465K 0.06%
+9,000
72
$458K 0.06%
1,504
-59
73
$456K 0.06%
5,053
-1,714
74
$456K 0.06%
3,583
-58
75
$443K 0.06%
5,120
-84
1 2
3
4 5