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
$1.13B
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$4.71M
2
+$3.65M
3
+$3.6M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.45M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.44M

Top Sells

1
+$1.58M
2
+$1.47M
3
+$1.32M
4
LEA icon
Lear
LEA
+$1.31M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$981K

Sector Composition

1 Financials 13.52%
2 Technology 7%
3 Industrials 2.27%
4 Communication Services 1.9%
5 Consumer Discretionary 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.34M 0.12%
13,846
+376
77
$1.34M 0.12%
2,570
78
$1.26M 0.11%
20,835
-107
79
$1.26M 0.11%
5,470
+9
80
$1.2M 0.11%
7,819
-935
81
$1.2M 0.11%
4,358
82
$1.2M 0.11%
15,497
-402
83
$1.18M 0.1%
7,253
+121
84
$1.17M 0.1%
15,266
85
$1.14M 0.1%
12,657
86
$1.11M 0.1%
5,016
87
$1.1M 0.1%
19,333
+1,432
88
$1.06M 0.09%
8,737
-250
89
$1.02M 0.09%
+11,148
90
$1.01M 0.09%
24,080
-1,872
91
$1M 0.09%
4,312
92
$999K 0.09%
8,968
+52
93
$979K 0.09%
13,225
+166
94
$964K 0.09%
5,781
-24
95
$933K 0.08%
4,725
+90
96
$909K 0.08%
1,429
-33
97
$844K 0.07%
2,287
-3,590
98
$802K 0.07%
10,103
99
$797K 0.07%
29,097
+7,227
100
$780K 0.07%
39,840
+1,420
2 3
4
5 6