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
$563M
AUM Growth
+$398K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$4.35M
2
+$1.79M
3
+$1.24M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$503K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$502K

Top Sells

1
+$1.26M
2
+$972K
3
+$583K
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$503K
5
AMED
Amedisys
AMED
+$253K

Sector Composition

1 Technology 1.74%
2 Financials 1.25%
3 Consumer Discretionary 0.64%
4 Communication Services 0.63%
5 Industrials 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$192K 0.03%
15,365
102
$182K 0.03%
11,664
103
$57K 0.01%
57,072
-1,993
104
– –
-1,033
105
– –
-1,270
106
– –
-1,330
107
– –
-4,851
108
– –
-666
1 2 3 4
5