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
$478M
AUM Growth
+$79.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$5.74M
3
+$5.07M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.28M
5
VV icon
Vanguard Large-Cap ETF
VV
+$808K

Top Sells

1
+$1.89M
2
+$512K
3
+$388K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$356K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$314K

Sector Composition

1 Technology 1.88%
2 Financials 1.35%
3 Communication Services 1.16%
4 Consumer Discretionary 0.59%
5 Industrials 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$291K 0.06%
4,368
-44
77
$290K 0.06%
4,961
-25
78
$287K 0.06%
16,366
-6,140
79
$283K 0.06%
5,886
+216
80
$278K 0.06%
+5,575
81
$275K 0.06%
2,412
82
$274K 0.06%
9,052
83
$270K 0.06%
2,902
-16
84
$264K 0.06%
1,506
-637
85
$259K 0.05%
3,718
-31
86
$257K 0.05%
6,486
-34
87
$257K 0.05%
+2,801
88
$250K 0.05%
3,152
-920
89
$246K 0.05%
+4,851
90
$244K 0.05%
5,459
-400
91
$241K 0.05%
+10,825
92
$239K 0.05%
4,437
-81
93
$234K 0.05%
+2,880
94
$233K 0.05%
+3,188
95
$227K 0.05%
+8,415
96
$202K 0.04%
+6,686
97
$201K 0.04%
+2,167
98
$200K 0.04%
+2,745
99
$200K 0.04%
+1,409
100
$183K 0.04%
15,365
1 2 3
4
5