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
$563M
AUM Growth
+$398K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$4.35M
2
+$1.79M
3
+$1.24M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$503K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$502K

Top Sells

1
+$1.26M
2
+$972K
3
+$583K
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$503K
5
AMED
Amedisys
AMED
+$253K

Sector Composition

1 Technology 1.74%
2 Financials 1.25%
3 Consumer Discretionary 0.64%
4 Communication Services 0.63%
5 Industrials 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$314K 0.06%
2,412
77
$311K 0.06%
2,148
78
$294K 0.05%
5,402
-17
79
$294K 0.05%
14,322
-24
80
$290K 0.05%
2,880
81
$288K 0.05%
4,664
82
$285K 0.05%
4,443
-97
83
$282K 0.05%
6,486
84
$278K 0.05%
4,368
85
$267K 0.05%
7,961
86
$258K 0.05%
1,457
-49
87
$248K 0.04%
3,177
88
$244K 0.04%
5,256
-453
89
$239K 0.04%
3,150
90
$232K 0.04%
1,605
91
$230K 0.04%
3,132
92
$229K 0.04%
4,929
-395
93
$228K 0.04%
+790
94
$227K 0.04%
1,260
95
$223K 0.04%
1,275
96
$221K 0.04%
+1,110
97
$215K 0.04%
+833
98
$209K 0.04%
1,120
99
$206K 0.04%
2,745
100
$203K 0.04%
+1,426
1 2 3
4
5