HR
Hardy Reed Portfolio holdings
AUM
$1.25B
This Quarter Return
+6.47%
1 Year Return
+16.49%
3 Year Return
+57.4%
5 Year Return
+82.32%
10 Year Return
–
AUM
$607M
AUM Growth
+$607M
(+7.9%)
Cap. Flow
+$9.6M
Cap. Flow
% of AUM
1.58%
Top 10 Holdings %
Top 10 Hldgs %
80.71%
Holding
113
New
10
Increased
20
Reduced
26
Closed
7
Top Buys
Top Sells
| 1 |
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund
MDIV
|
$2.94M |
| 2 |
Vanguard Large-Cap ETF
VV
|
$924K |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$803K |
| 4 |
Vanguard Small-Cap ETF
VB
|
$475K |
| 5 |
Vanguard Mid-Cap ETF
VO
|
$453K |
Sector Composition
| 1 | Technology | 1.67% |
| 2 | Financials | 1.17% |
| 3 | Industrials | 0.75% |
| 4 | Consumer Discretionary | 0.7% |
| 5 | Communication Services | 0.58% |
