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
$568M
AUM Growth
+$39.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$3.44M
2
+$3.06M
3
+$1.86M
4
CSL icon
Carlisle Companies
CSL
+$904K
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$869K

Top Sells

1
+$1.82M
2
+$950K
3
+$422K
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$287K
5
RF icon
Regions Financial
RF
+$286K

Sector Composition

1 Technology 1.43%
2 Industrials 0.87%
3 Financials 0.75%
4 Consumer Discretionary 0.56%
5 Communication Services 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$357K 0.06%
1,772
77
$355K 0.06%
3,458
78
$355K 0.06%
1,057
79
$335K 0.06%
1,759
80
$334K 0.06%
10,605
81
$330K 0.06%
3,225
-363
82
$328K 0.06%
+5,659
83
$324K 0.06%
4,531
84
$301K 0.05%
1,461
85
$280K 0.05%
1,505
86
$275K 0.05%
4,093
87
$267K 0.05%
2,855
88
$259K 0.05%
7,749
89
$255K 0.04%
7,067
-407
90
$252K 0.04%
3,924
-155
91
$251K 0.04%
8,780
+1,000
92
$249K 0.04%
5,177
93
$248K 0.04%
3,408
94
$244K 0.04%
22,749
95
$242K 0.04%
2,199
96
$239K 0.04%
3,708
-315
97
$235K 0.04%
1,814
+39
98
$231K 0.04%
+2,240
99
$225K 0.04%
1,976
100
$222K 0.04%
3,936
1 2 3
4
5