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
$282M
AUM Growth
+$62.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Sells

1 +$4.28M
2 +$1.16M
3 +$891K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$805K
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$457K

Sector Composition

1 Technology 2.13%
2 Communication Services 1.83%
3 Financials 1.29%
4 Consumer Discretionary 0.79%
5 Industrials 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$137K 0.05%
4,031
-101
77
$71K 0.03%
70,728
-2,839
78
-2,799
79
-932
80
-2,907