HR

Hardy Reed Portfolio holdings

AUM $1.37B
1-Year Est. Return 18.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.36B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$3.04M
3
+$1.51M
4
PNC icon
PNC Financial Services
PNC
+$1.27M
5
DCOR icon
Dimensional US Core Equity 1 ETF
DCOR
+$1.08M

Top Sells

1
+$1.88M
2
+$1.67M
3
+$1.32M
4
PYPL icon
PayPal
PYPL
+$1.19M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.12M

Sector Composition

1 Financials 14.02%
2 Technology 6.57%
3 Communication Services 2.21%
4 Industrials 2.21%
5 Consumer Discretionary 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.37M 0.17%
8,048
52
$2.35M 0.17%
13,312
53
$2.3M 0.17%
12,390
-405
54
$2.29M 0.17%
9,400
55
$2.26M 0.17%
45,000
56
$2.21M 0.16%
10,225
+150
57
$2.15M 0.16%
10,815
+83
58
$2.14M 0.16%
10,514
-5
59
$2.1M 0.15%
21,404
+466
60
$2.09M 0.15%
34,835
+2,576
61
$2.02M 0.15%
25,628
+807
62
$2M 0.15%
4,202
+110
63
$1.99M 0.15%
8,052
-4,291
64
$1.81M 0.13%
27,858
65
$1.75M 0.13%
10,797
+346
66
$1.75M 0.13%
23,151
+411
67
$1.73M 0.13%
3,648
+97
68
$1.73M 0.13%
13,426
+11
69
$1.7M 0.13%
10,085
-194
70
$1.69M 0.12%
10,869
+384
71
$1.67M 0.12%
5,995
+1,090
72
$1.65M 0.12%
2,775
73
$1.63M 0.12%
15,119
-7
74
$1.62M 0.12%
8,187
+3
75
$1.62M 0.12%
3,284
+8
1 2
3
4 5