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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
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102
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103
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104
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-10,523
105
– –
-11,664
106
– –
-7,542
107
– –
-25,031
108
– –
-22,749
109
– –
-24,000
110
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-74,624
111
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112
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113
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-15,365
114
– –
-7,845
115
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-3,408
1 2 3 4
5