HR
Hardy Reed Portfolio holdings
AUM
$1.25B
This Quarter Return
-5.59%
1 Year Return
+16.49%
3 Year Return
+57.4%
5 Year Return
+82.32%
10 Year Return
–
AUM
$533M
AUM Growth
+$533M
(-12%)
Cap. Flow
-$40.2M
Cap. Flow
% of AUM
-7.53%
Top 10 Holdings %
Top 10 Hldgs %
87.08%
Holding
111
New
5
Increased
18
Reduced
23
Closed
29
Top Buys
Top Sells
| 1 |
Vanguard Mid-Cap ETF
VO
|
$9M |
| 2 |
Vanguard Growth ETF
VUG
|
$6.61M |
| 3 |
Vanguard Small-Cap ETF
VB
|
$5.93M |
| 4 |
Vanguard Real Estate ETF
VNQ
|
$4.57M |
| 5 |
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% |
