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
$562M
AUM Growth
+$40.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$3.12M
2
+$3.04M
3
+$1.38M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.09M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$714K

Top Sells

1
+$660K
2
+$390K
3
+$330K
4
WSC icon
WillScot Mobile Mini Holdings
WSC
+$232K
5
FRPT icon
Freshpet
FRPT
+$224K

Sector Composition

1 Technology 1.7%
2 Financials 1.27%
3 Communication Services 0.68%
4 Consumer Discretionary 0.66%
5 Industrials 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$305K 0.05%
3,420
77
$305K 0.05%
4,540
+82
78
$304K 0.05%
2,880
79
$304K 0.05%
4,368
80
$299K 0.05%
6,486
81
$296K 0.05%
5,843
82
$291K 0.05%
1,506
83
$287K 0.05%
5,419
-20
84
$276K 0.05%
4,664
85
$273K 0.05%
+7,961
86
$269K 0.05%
3,177
87
$268K 0.05%
5,709
88
$267K 0.05%
2,148
89
$253K 0.05%
1,033
90
$250K 0.04%
1,605
-220
91
$241K 0.04%
5,324
-1,337
92
$238K 0.04%
2,745
93
$233K 0.04%
+1,270
94
$231K 0.04%
3,132
95
$225K 0.04%
+1,275
96
$225K 0.04%
1,120
97
$221K 0.04%
4,851
98
$216K 0.04%
+1,260
99
$201K 0.04%
+1,330
100
$201K 0.04%
15,365
1 2 3
4
5