HR

Hardy Reed Portfolio holdings

AUM $1.37B
1-Year Est. Return 18.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$533M
AUM Growth
-$73.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$3.29M
2
+$2.39M
3
+$2.38M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.44M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$448K

Top Sells

1
+$8.88M
2
+$6.52M
3
+$5.93M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$4.47M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.19M

Sector Composition

1 Technology 1.63%
2 Financials 1.36%
3 Industrials 0.64%
4 Communication Services 0.61%
5 Consumer Discretionary 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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-2,199
102
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103
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-4,739
104
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-3,458
105
– –
-1,260
106
– –
-78,144
107
– –
-1,605
108
– –
-16,781
109
– –
-47,124
110
– –
-1,275
111
– –
-4,400
1 2 3 4
5