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
126
$548K 0.05%
5,659
127
$542K 0.05%
5,892
128
$514K 0.05%
1,854
129
$502K 0.04%
1,200
-15
130
$502K 0.04%
6,139
+64
131
$497K 0.04%
6,886
+46
132
$492K 0.04%
8,574
133
$491K 0.04%
2,671
-16
134
$480K 0.04%
2,562
+293
135
$473K 0.04%
2,203
-377
136
$473K 0.04%
14,173
+1,646
137
$466K 0.04%
4,124
138
$461K 0.04%
14,710
+310
139
$460K 0.04%
3,298
+30
140
$449K 0.04%
5,557
141
$439K 0.04%
5,106
142
$433K 0.04%
1,640
143
$430K 0.04%
11,489
144
$430K 0.04%
1,219
+5
145
$424K 0.04%
3,081
-5
146
$423K 0.04%
3,150
147
$420K 0.04%
1,650
148
$418K 0.04%
3,925
-481
149
$411K 0.04%
18,087
-99
150
$401K 0.04%
7,310
4 5
6
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