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
$996M
AUM Growth
+$191M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$9.5M
3
+$8.94M
4
AMZN icon
Amazon
AMZN
+$5.53M
5
NVDA icon
NVIDIA
NVDA
+$5.3M

Top Sells

1
+$279K
2
+$262K
3
+$248K
4
AAON icon
Aaon
AAON
+$245K
5
KNSL icon
Kinsale Capital Group
KNSL
+$240K

Sector Composition

1 Financials 13.26%
2 Technology 7.42%
3 Healthcare 2.02%
4 Communication Services 1.94%
5 Industrials 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.96M 0.2%
8,183
52
$1.95M 0.2%
+3,274
53
$1.94M 0.19%
+45,000
54
$1.9M 0.19%
+8,199
55
$1.89M 0.19%
+15,283
56
$1.85M 0.19%
+9,400
57
$1.85M 0.19%
11,550
+9,800
58
$1.79M 0.18%
12,273
+6,879
59
$1.75M 0.18%
+8,784
60
$1.73M 0.17%
+10,196
61
$1.69M 0.17%
+29,095
62
$1.65M 0.17%
+6,991
63
$1.63M 0.16%
+10,424
64
$1.62M 0.16%
+24,088
65
$1.61M 0.16%
27,072
+21,723
66
$1.58M 0.16%
+22,249
67
$1.57M 0.16%
+397
68
$1.54M 0.16%
+9,516
69
$1.54M 0.15%
8,447
70
$1.52M 0.15%
+20,940
71
$1.48M 0.15%
2,775
72
$1.48M 0.15%
+27,858
73
$1.42M 0.14%
+2,559
74
$1.41M 0.14%
6,217
+4,390
75
$1.38M 0.14%
13,470
1 2
3
4 5