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
$552M
AUM Growth
-$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.37M
3
+$1.27M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.19M
5
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$1.03M

Top Sells

1
+$2.93M
2
+$1.18M
3
+$274K
4
NOVT icon
Novanta
NOVT
+$217K
5
NEOG icon
Neogen
NEOG
+$213K

Sector Composition

1 Technology 1.44%
2 Industrials 0.9%
3 Financials 0.85%
4 Consumer Discretionary 0.56%
5 Communication Services 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$211K 0.04%
3,707
-1
102
$203K 0.04%
2,665
103
$203K 0.04%
+9,560
104
$180K 0.03%
13,469
105
– –
-9,785
106
– –
-848
107
– –
-1,180
108
– –
-7,749
1 2 3 4
5