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
$1.13B
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$4.71M
2
+$3.65M
3
+$3.6M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.45M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.44M

Top Sells

1
+$1.58M
2
+$1.47M
3
+$1.32M
4
LEA icon
Lear
LEA
+$1.31M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$981K

Sector Composition

1 Financials 13.52%
2 Technology 7%
3 Industrials 2.27%
4 Communication Services 1.9%
5 Consumer Discretionary 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.16M 0.19%
+37,000
52
$2.15M 0.19%
4,248
+15
53
$2.09M 0.18%
8,048
-135
54
$2.05M 0.18%
11,514
-16
55
$2M 0.18%
9,400
56
$2M 0.18%
6,076
+3,200
57
$1.98M 0.17%
399
+2
58
$1.89M 0.17%
39,567
59
$1.87M 0.16%
12,901
+488
60
$1.86M 0.16%
10,208
61
$1.76M 0.16%
45,000
62
$1.68M 0.15%
24,133
63
$1.65M 0.15%
1,608
64
$1.63M 0.14%
3,669
-2,146
65
$1.6M 0.14%
22,361
-1
66
$1.59M 0.14%
3,268
67
$1.58M 0.14%
2,775
68
$1.55M 0.14%
10,669
-718
69
$1.48M 0.13%
4,093
70
$1.47M 0.13%
7,436
+8
71
$1.45M 0.13%
27,858
72
$1.45M 0.13%
6,345
+11
73
$1.44M 0.13%
2,464
+520
74
$1.37M 0.12%
16,051
75
$1.36M 0.12%
17,175
1 2
3
4 5