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
$1.13B
AUM Growth
-$1.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$6.29M
2
+$3.42M
3
+$3.09M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$2.94M
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$2.93M

Top Sells

1
+$2.29M
2
+$2.16M
3
+$1.32M
4
AAPL icon
Apple
AAPL
+$1.32M
5
ICE icon
Intercontinental Exchange
ICE
+$1.02M

Sector Composition

1 Financials 14.01%
2 Technology 6.08%
3 Industrials 2.23%
4 Healthcare 1.89%
5 Communication Services 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$549K 0.05%
4,138
+14
127
$546K 0.05%
5,659
128
$538K 0.05%
+10,346
129
$535K 0.05%
4,038
-1,170
130
$518K 0.05%
14,834
+661
131
$517K 0.05%
2,236
+33
132
$509K 0.04%
6,997
+111
133
$503K 0.04%
5,969
+77
134
$488K 0.04%
1,498
135
$485K 0.04%
8,574
136
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6,128
-11
137
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4,552
-305
138
$450K 0.04%
3,079
-2
139
$446K 0.04%
3,060
-238
140
$436K 0.04%
3,925
141
$434K 0.04%
6,048
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142
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16,996
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143
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837
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144
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1,640
145
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11,489
146
$417K 0.04%
2,607
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147
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3,448
-123
148
$408K 0.04%
1,650
149
$404K 0.04%
6,628
+123
150
$396K 0.04%
7,310
4 5
6
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