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
$533M
AUM Growth
-$73.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$3.23M
2
+$2.41M
3
+$2.38M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.41M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$439K

Top Sells

1
+$9M
2
+$6.61M
3
+$5.93M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$4.57M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.02M

Sector Composition

1 Technology 1.63%
2 Financials 1.36%
3 Industrials 0.64%
4 Communication Services 0.61%
5 Consumer Discretionary 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$238K 0.04%
2,715
-435
77
$231K 0.04%
1,457
78
$212K 0.04%
+2,063
79
$211K 0.04%
3,177
80
$202K 0.04%
5,161
81
$159K 0.03%
15,365
82
$156K 0.03%
11,664
83
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84
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85
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86
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87
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88
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89
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90
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91
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92
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93
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94
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95
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96
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97
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100
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-4,368
1 2 3
4
5