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

Top Buys

1
+$4.46M
2
+$1.84M
3
+$1.25M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$504K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$502K

Top Sells

1
+$1.29M
2
+$1M
3
+$599K
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$506K
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
– –
-666
105
– –
-1,033
106
– –
-1,270
107
– –
-1,330
108
– –
-4,851
1 2 3 4
5