HR

Hardy Reed Portfolio holdings

AUM $1.36B
1-Year Est. Return 18.18%
This Quarter Est. Return
1 Year Est. Return
+18.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.36B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$20.6M
2
+$3.05M
3
+$1.61M
4
PNC icon
PNC Financial Services
PNC
+$1.29M
5
DCOR icon
Dimensional US Core Equity 1 ETF
DCOR
+$1.11M

Top Sells

1
+$1.88M
2
+$1.67M
3
+$1.53M
4
UNH icon
UnitedHealth
UNH
+$1.22M
5
PYPL icon
PayPal
PYPL
+$1.19M

Sector Composition

1 Financials 14.02%
2 Technology 6.57%
3 Communication Services 2.21%
4 Industrials 2.21%
5 Consumer Discretionary 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ABT icon
126
Abbott
ABT
$218B
$595K 0.04%
4,440
+308
VCR icon
127
Vanguard Consumer Discretionary ETF
VCR
$6.44B
$593K 0.04%
1,498
INTU icon
128
Intuit
INTU
$187B
$592K 0.04%
+867
TROW icon
129
T. Rowe Price
TROW
$22.9B
$586K 0.04%
5,711
SSD icon
130
Simpson Manufacturing
SSD
$7.03B
$581K 0.04%
3,469
-190
UFPI icon
131
UFP Industries
UFPI
$5.38B
$580K 0.04%
6,203
DGRW icon
132
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16B
$559K 0.04%
6,280
-2,433
MRK icon
133
Merck
MRK
$249B
$546K 0.04%
6,507
-8,831
PEP icon
134
PepsiCo
PEP
$206B
$543K 0.04%
3,867
+483
NBIS
135
Nebius Group N.V.
NBIS
$20.4B
$541K 0.04%
4,820
-1,780
LNG icon
136
Cheniere Energy
LNG
$40.8B
$536K 0.04%
2,279
+52
SONY icon
137
Sony
SONY
$160B
$535K 0.04%
18,582
+1,422
WES icon
138
Western Midstream Partners
WES
$16.1B
$528K 0.04%
13,450
UTHR icon
139
United Therapeutics
UTHR
$21.3B
$510K 0.04%
1,217
+3
VO icon
140
Vanguard Mid-Cap ETF
VO
$90.5B
$501K 0.04%
1,704
+61
VIS icon
141
Vanguard Industrials ETF
VIS
$6.43B
$489K 0.04%
1,650
WFC icon
142
Wells Fargo
WFC
$292B
$477K 0.04%
5,695
+175
MCD icon
143
McDonald's
MCD
$226B
$474K 0.03%
1,558
+315
HESM icon
144
Hess Midstream
HESM
$4.49B
$473K 0.03%
13,690
-6,400
SIMO icon
145
Silicon Motion
SIMO
$2.96B
$470K 0.03%
4,956
+159
TFC icon
146
Truist Financial
TFC
$63.8B
$465K 0.03%
10,171
+130
SCHB icon
147
Schwab US Broad Market ETF
SCHB
$37.9B
$465K 0.03%
18,087
CSCO icon
148
Cisco
CSCO
$309B
$455K 0.03%
6,644
+668
BAC icon
149
Bank of America
BAC
$404B
$453K 0.03%
8,787
+1,075
VEEV icon
150
Veeva Systems
VEEV
$36.7B
$452K 0.03%
+1,518
4 5
6
7 8