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

Top Buys

1
+$10.4M
2
+$5.39M
3
+$5.06M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.09M
5
VV icon
Vanguard Large-Cap ETF
VV
+$764K

Top Sells

1
+$1.79M
2
+$505K
3
+$366K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$355K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$298K

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
1 2 3 4
5