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
$521M
AUM Growth
+$42.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$7.37M
2
+$7.04M
3
+$5.79M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.33M
5
VTV icon
Vanguard Value ETF
VTV
+$2.76M

Top Sells

1
+$2.9M
2
+$2.64M
3
+$2.54M
4
DVY icon
iShares Select Dividend ETF
DVY
+$2.3M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.47M

Sector Composition

1 Technology 1.62%
2 Financials 1.39%
3 Consumer Discretionary 0.73%
4 Communication Services 0.62%
5 Industrials 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$292K 0.06%
4,458
+21
77
$290K 0.06%
2,880
78
$290K 0.06%
3,291
+490
79
$288K 0.06%
6,486
80
$287K 0.06%
1,506
81
$281K 0.05%
5,439
-20
82
$274K 0.05%
3,177
83
$274K 0.05%
+1,033
84
$273K 0.05%
4,664
+946
85
$260K 0.05%
6,661
-25
86
$258K 0.05%
2,745
87
$258K 0.05%
5,709
-177
88
$250K 0.05%
4,368
89
$232K 0.04%
+1,825
90
$232K 0.04%
+8,371
91
$224K 0.04%
1,409
92
$217K 0.04%
3,132
-36,684
93
$213K 0.04%
+2,148
94
$211K 0.04%
+1,120
95
$207K 0.04%
2,167
96
$206K 0.04%
4,851
97
$204K 0.04%
+1,944
98
$200K 0.04%
+3,150
99
$189K 0.04%
15,365
100
$177K 0.03%
11,664
1 2 3
4
5