HR

Hardy Reed Portfolio holdings

AUM $1.36B
1-Year Est. Return 18.18%
This Quarter Est. Return
1 Year Est. Return
+18.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.13B
AUM Growth
-$1.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$6.29M
2
+$3.42M
3
+$3.09M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$2.94M
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$2.93M

Top Sells

1
+$2.29M
2
+$2.16M
3
+$1.32M
4
AAPL icon
Apple
AAPL
+$1.32M
5
ICE icon
Intercontinental Exchange
ICE
+$1.02M

Sector Composition

1 Financials 14.01%
2 Technology 6.08%
3 Industrials 2.23%
4 Healthcare 1.89%
5 Communication Services 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.2M 0.19%
10,382
+432
52
$2.19M 0.19%
4,188
-60
53
$2.16M 0.19%
2,283
+675
54
$2.13M 0.19%
12,853
-48
55
$2.07M 0.18%
13,728
56
$1.99M 0.18%
8,048
57
$1.94M 0.17%
24,833
+9,336
58
$1.89M 0.17%
9,400
59
$1.88M 0.17%
37,045
-2,522
60
$1.84M 0.16%
400
+1
61
$1.8M 0.16%
10,525
+317
62
$1.78M 0.16%
10,669
63
$1.75M 0.15%
10,131
-5,894
64
$1.68M 0.15%
10,051
-1,035
65
$1.66M 0.15%
3,569
+2,369
66
$1.64M 0.14%
17,160
-15
67
$1.6M 0.14%
10,061
-8,286
68
$1.58M 0.14%
24,088
-45
69
$1.57M 0.14%
22,203
-158
70
$1.55M 0.14%
7,563
+2,093
71
$1.54M 0.14%
27,858
72
$1.53M 0.14%
21,014
+179
73
$1.51M 0.13%
45,000
74
$1.49M 0.13%
6,300
-45
75
$1.48M 0.13%
2,775
1 2
3
4 5