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HR

Hardy Reed Portfolio holdings

AUM $1.37B
1-Year Est. Return 18.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.93%
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
+$3.29M
2
+$2.39M
3
+$2.38M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.44M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$448K

Top Sells

1
+$8.88M
2
+$6.52M
3
+$5.93M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$4.47M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.19M

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
– –
-1,605
84
– –
-78,144
85
– –
-1,260
86
– –
-6,188
87
– –
-11,520
88
– –
-15,743
89
– –
-2,148
90
– –
-53,045
91
– –
-3,408
92
– –
-4,998
93
– –
-4,400
94
– –
-1,275
95
– –
-47,124
96
– –
-16,781
97
– –
-3,458
98
– –
-4,739
99
– –
-2,855
100
– –
-2,199
1 2 3
4
5