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
$521M
AUM Growth
+$42.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$7.37M
2
+$7.04M
3
+$5.79M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.33M
5
VTV icon
Vanguard Value ETF
VTV
+$2.76M

Top Sells

1
+$2.9M
2
+$2.64M
3
+$2.54M
4
DVY icon
iShares Select Dividend ETF
DVY
+$2.3M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.47M

Sector Composition

1 Technology 1.62%
2 Financials 1.39%
3 Consumer Discretionary 0.73%
4 Communication Services 0.62%
5 Industrials 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$62K 0.01%
62,027
-2,931
102
– –
-10,825
103
– –
-23,875
104
– –
-3,188
105
– –
-2,072
106
– –
-7,435
107
– –
-13,640
108
– –
-5,575
109
– –
-8,415
110
– –
-121,649
111
– –
-3,152
1 2 3 4
5