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
$529M
AUM Growth
+$77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$8.26M
3
+$4.59M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$4.13M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.4M

Top Sells

1
+$10.8M
2
+$4.36M
3
+$1.34M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$986K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$862K

Sector Composition

1 Technology 1.22%
2 Financials 1.14%
3 Industrials 0.67%
4 Consumer Discretionary 0.55%
5 Communication Services 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$326K 0.06%
7,474
-159
77
$321K 0.06%
+1,759
78
$319K 0.06%
10,605
-3,243
79
$314K 0.06%
7,749
-1,174
80
$309K 0.06%
+4,531
81
$308K 0.06%
+1,057
82
$301K 0.06%
3,588
83
$287K 0.05%
+2,224
84
$286K 0.05%
+13,284
85
$275K 0.05%
4,093
-18
86
$262K 0.05%
+1,505
87
$261K 0.05%
+2,855
88
$258K 0.05%
1,461
-178
89
$258K 0.05%
7,780
90
$248K 0.05%
4,079
91
$246K 0.05%
+3,408
92
$241K 0.05%
+1,775
93
$238K 0.04%
+2,199
94
$235K 0.04%
22,749
95
$233K 0.04%
1,938
-100
96
$233K 0.04%
+5,177
97
$228K 0.04%
3,936
-6
98
$222K 0.04%
+2,347
99
$212K 0.04%
+1,275
100
$211K 0.04%
2,665
1 2 3
4
5