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

Top Buys

1
+$4.21M
2
+$2.02M
3
+$249K
4
WFC icon
Wells Fargo
WFC
+$234K
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$224K

Top Sells

1
+$6.76M
2
+$5.05M
3
+$4.74M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$4.7M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.82M

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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113
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114
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115
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-7,845
1 2 3 4
5