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
$478M
AUM Growth
+$79.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$11.1M
2 +$5.74M
3 +$5.07M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.28M
5
VV icon
Vanguard Large-Cap ETF
VV
+$808K

Top Sells

1 +$1.89M
2 +$512K
3 +$388K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$356K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$314K

Sector Composition

1 Technology 1.88%
2 Financials 1.35%
3 Communication Services 1.16%
4 Consumer Discretionary 0.59%
5 Industrials 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$179K 0.04%
11,664
102
$65K 0.01%
64,958
-2,900
103
-1,985