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
$567M
AUM Growth
-$914K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$3.99M
2
+$2.01M
3
+$221K
4
PCTY icon
Paylocity
PCTY
+$217K
5
MEDP icon
Medpace
MEDP
+$216K

Top Sells

1
+$6.6M
2
+$5.05M
3
+$4.74M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$4.47M
5
DVY icon
iShares Select Dividend ETF
DVY
+$2.81M

Sector Composition

1 Technology 1.54%
2 Industrials 0.93%
3 Financials 0.79%
4 Consumer Discretionary 0.6%
5 Communication Services 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-25,031
102
– –
-7,542
103
– –
-15,365
104
– –
-11,664
105
– –
-10,523
106
– –
-5,529
107
– –
-2,199
108
– –
-2,855
109
– –
-4,531
110
– –
-3,458
111
– –
-78,144
112
– –
-74,624
113
– –
-24,000
114
– –
-22,749
115
– –
-895
1 2 3 4
5