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
$219M
AUM Growth
-$49.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Sells

1 +$9.99M
2 +$7.35M
3 +$4.1M
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$2.33M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$528K

Sector Composition

1 Communication Services 1.94%
2 Technology 1.49%
3 Financials 1.45%
4 Industrials 0.67%
5 Consumer Discretionary 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-6,151
77
-1,880