HR

Hardy Reed Portfolio holdings

AUM $1.4B
1-Year Est. Return 19.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$996M
AUM Growth
+$191M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$9.54M
2
+$8.98M
3
+$8.27M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$5.3M
5
AMZN icon
Amazon
AMZN
+$5.26M

Top Sells

1
+$268K
2
+$262K
3
+$248K
4
AAON icon
Aaon
AAON
+$245K
5
KNSL icon
Kinsale Capital Group
KNSL
+$240K

Sector Composition

1 Financials 13.26%
2 Technology 7.42%
3 Healthcare 2.02%
4 Communication Services 1.94%
5 Industrials 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.37M 0.14%
+12,000
77
$1.35M 0.14%
+5,392
78
$1.34M 0.13%
3,580
79
$1.33M 0.13%
+3,981
80
$1.26M 0.13%
+1,600
81
$1.25M 0.13%
16,286
-2,188
82
$1.23M 0.12%
16,475
+1,751
83
$1.23M 0.12%
+12,150
84
$1.23M 0.12%
+6,322
85
$1.22M 0.12%
17,295
+5,100
86
$1.19M 0.12%
+8,349
87
$1.17M 0.12%
+4,358
88
$1.09M 0.11%
+15,266
89
$1.01M 0.1%
17,556
-368
90
$982K 0.1%
25,510
91
$980K 0.1%
1,944
+26
92
$976K 0.1%
8,624
93
$971K 0.1%
13,178
+33
94
$961K 0.1%
6,048
-1,312
95
$890K 0.09%
8,967
+2,334
96
$884K 0.09%
+5,016
97
$801K 0.08%
+3,750
98
$796K 0.08%
+4,579
99
$789K 0.08%
+8,255
100
$787K 0.08%
7,152
+1,180
2 3
4
5 6