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
$1.13B
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$4.71M
2
+$3.65M
3
+$3.6M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.45M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.44M

Top Sells

1
+$1.58M
2
+$1.47M
3
+$1.32M
4
LEA icon
Lear
LEA
+$1.31M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$981K

Sector Composition

1 Financials 13.52%
2 Technology 7%
3 Industrials 2.27%
4 Communication Services 1.9%
5 Consumer Discretionary 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$768K 0.07%
21,486
-100
102
$746K 0.07%
6,315
103
$741K 0.07%
4,010
104
$736K 0.06%
8,255
105
$735K 0.06%
6,202
106
$731K 0.06%
15,270
+3,000
107
$724K 0.06%
18,850
+4,000
108
$718K 0.06%
8,350
-1
109
$715K 0.06%
41,850
+4,400
110
$705K 0.06%
8,713
-106
111
$699K 0.06%
6,203
112
$684K 0.06%
2,538
-124
113
$665K 0.06%
6,681
-8,947
114
$654K 0.06%
4,573
-230
115
$653K 0.06%
26,457
+5,037
116
$645K 0.06%
17,928
117
$634K 0.06%
7,539
-594
118
$634K 0.06%
3,824
+539
119
$611K 0.05%
25,977
+334
120
$605K 0.05%
3,389
-1,522
121
$603K 0.05%
5,208
-22
122
$580K 0.05%
+7,670
123
$562K 0.05%
1,498
-1
124
$557K 0.05%
3,900
-2,368
125
$552K 0.05%
4,857
3 4
5
6 7