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
126
$508K 0.05%
20,748
127
$500K 0.05%
+2,916
128
$485K 0.05%
5,659
129
$470K 0.05%
4,406
-391
130
$470K 0.05%
4,857
131
$469K 0.05%
1,502
-2
132
$462K 0.05%
+452
133
$460K 0.05%
+8,484
134
$459K 0.05%
5,120
135
$456K 0.05%
+1,520
136
$451K 0.05%
+2,580
137
$451K 0.05%
+11,350
138
$450K 0.05%
3,086
139
$447K 0.04%
3,583
140
$447K 0.04%
6,093
+2,424
141
$443K 0.04%
+9,326
142
$437K 0.04%
+6,203
143
$435K 0.04%
435,495
+132,988
144
$435K 0.04%
+21,870
145
$432K 0.04%
+4,156
146
$426K 0.04%
+5,901
147
$426K 0.04%
+3,381
148
$417K 0.04%
+14,400
149
$410K 0.04%
12,215
-12
150
$408K 0.04%
+3,150
4 5
6
7 8