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
$1.12B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$27.3M
2
+$10.4M
3
+$10.3M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$3.02M
5
DCOR icon
Dimensional US Core Equity 1 ETF
DCOR
+$2.97M

Top Sells

1
+$1.34M
2
+$1.23M
3
+$1.02M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$803K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$295K

Sector Composition

1 Financials 12.54%
2 Technology 7.03%
3 Industrials 2.28%
4 Healthcare 1.96%
5 Communication Services 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.28M 0.2%
11,530
+3
52
$2.23M 0.2%
18,335
+6,185
53
$2.09M 0.19%
39,567
-3,032
54
$2.08M 0.19%
8,183
55
$2.06M 0.18%
9,950
+6,200
56
$2.01M 0.18%
12,413
+140
57
$1.96M 0.18%
11,389
-161
58
$1.94M 0.17%
9,400
59
$1.89M 0.17%
22,362
+113
60
$1.83M 0.16%
45,000
61
$1.77M 0.16%
15,628
+345
62
$1.74M 0.16%
10,208
+12
63
$1.68M 0.15%
11,387
+963
64
$1.67M 0.15%
397
65
$1.65M 0.15%
3,268
-6
66
$1.6M 0.14%
4,093
+112
67
$1.59M 0.14%
27,858
68
$1.59M 0.14%
2,570
+11
69
$1.58M 0.14%
2,775
70
$1.58M 0.14%
9,607
+91
71
$1.57M 0.14%
20,942
+2
72
$1.57M 0.14%
24,133
+45
73
$1.56M 0.14%
6,334
+117
74
$1.53M 0.14%
1,608
+8
75
$1.52M 0.14%
5,461
+69
1 2
3
4 5