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
$738M
AUM Growth
+$187M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$63.6M
2
+$19.5M
3
+$14.1M
4
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$13.9M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$13.9M

Top Sells

1
+$9.64M
2
+$7.83M
3
+$7.83M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$4.57M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.5M

Sector Composition

1 Financials 12.83%
2 Technology 2.88%
3 Industrials 1.09%
4 Consumer Discretionary 0.53%
5 Communication Services 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$411K 0.06%
5,659
77
$408K 0.06%
4,859
-11
78
$392K 0.05%
12,215
-1,005
79
$389K 0.05%
9,705
-1,603
80
$365K 0.05%
627
+227
81
$364K 0.05%
1,650
-109
82
$363K 0.05%
13,894
83
$338K 0.05%
6,690
+2,463
84
$338K 0.05%
4,815
+1,477
85
$337K 0.05%
18,186
-58,362
86
$335K 0.05%
335,443
+3,147
87
$330K 0.04%
1,387
-165
88
$326K 0.04%
3,210
-15
89
$324K 0.04%
1,495
-10
90
$317K 0.04%
1,033
-5
91
$312K 0.04%
1,464
+3
92
$297K 0.04%
3,000
-200
93
$292K 0.04%
6,748
-113
94
$289K 0.04%
5,177
95
$289K 0.04%
8,586
-120
96
$282K 0.04%
3,669
-63
97
$280K 0.04%
1,204
98
$270K 0.04%
3,657
-50
99
$262K 0.04%
3,915
-21
100
$262K 0.04%
5,313
-106
1 2 3
4
5