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
$996M
AUM Growth
+$191M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$9.5M
3
+$8.94M
4
AMZN icon
Amazon
AMZN
+$5.53M
5
NVDA icon
NVIDIA
NVDA
+$5.3M

Top Sells

1
+$279K
2
+$262K
3
+$248K
4
AAON icon
Aaon
AAON
+$245K
5
KNSL icon
Kinsale Capital Group
KNSL
+$240K

Sector Composition

1 Financials 13.26%
2 Technology 7.42%
3 Healthcare 2.02%
4 Communication Services 1.94%
5 Industrials 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$754K 0.08%
1,490
+22
102
$743K 0.07%
+11,350
103
$736K 0.07%
+6,910
104
$735K 0.07%
4,886
105
$715K 0.07%
+6,104
106
$697K 0.07%
+6,225
107
$697K 0.07%
8,927
108
$692K 0.07%
10,221
-875
109
$688K 0.07%
4,010
110
$667K 0.07%
+5,180
111
$667K 0.07%
2,672
112
$659K 0.07%
21,586
113
$631K 0.06%
6,315
114
$623K 0.06%
+38,420
115
$614K 0.06%
10,776
116
$577K 0.06%
+32,300
117
$561K 0.06%
17,866
118
$556K 0.06%
3,299
+1,970
119
$534K 0.05%
+1,218
120
$526K 0.05%
+3,032
121
$525K 0.05%
+5,233
122
$523K 0.05%
+12,270
123
$522K 0.05%
2,776
124
$515K 0.05%
+5,892
125
$514K 0.05%
+25,643
3 4
5
6 7