HR

Hardy Reed Portfolio holdings

AUM $1.36B
1-Year Est. Return 18.18%
This Quarter Est. Return
1 Year Est. Return
+18.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.13B
AUM Growth
-$1.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$6.29M
2
+$3.42M
3
+$3.09M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$2.94M
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$2.93M

Top Sells

1
+$2.29M
2
+$2.16M
3
+$1.32M
4
AAPL icon
Apple
AAPL
+$1.32M
5
ICE icon
Intercontinental Exchange
ICE
+$1.02M

Sector Composition

1 Financials 14.01%
2 Technology 6.08%
3 Industrials 2.23%
4 Healthcare 1.89%
5 Communication Services 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.44M 0.13%
16,061
+9,380
77
$1.41M 0.12%
3,290
+22
78
$1.39M 0.12%
7,436
79
$1.39M 0.12%
13,852
+6
80
$1.37M 0.12%
4,151
+58
81
$1.34M 0.12%
5,019
+3
82
$1.3M 0.11%
4,358
83
$1.28M 0.11%
2,570
84
$1.22M 0.11%
7,953
+134
85
$1.18M 0.1%
15,696
+430
86
$1.15M 0.1%
19,426
+93
87
$1.14M 0.1%
+11,660
88
$1.11M 0.1%
12,629
-28
89
$1.1M 0.1%
11,216
+68
90
$1.06M 0.09%
7,324
+71
91
$1.06M 0.09%
10,737
+1,769
92
$1.06M 0.09%
+12,000
93
$1.05M 0.09%
8,599
-138
94
$1.04M 0.09%
16,008
-43
95
$1.03M 0.09%
13,159
-66
96
$991K 0.09%
4,949
-832
97
$925K 0.08%
24,080
98
$915K 0.08%
1,108
+610
99
$890K 0.08%
4,312
100
$885K 0.08%
1,456
+27
2 3
4
5 6