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
151
$399K 0.04%
+5,292
152
$397K 0.04%
1,640
153
$396K 0.04%
+5,033
154
$389K 0.04%
+4,797
155
$388K 0.04%
1,650
156
$387K 0.04%
+1,214
157
$386K 0.04%
+1,854
158
$381K 0.04%
18,186
-4,971
159
$378K 0.04%
3,970
160
$377K 0.04%
+1,299
161
$376K 0.04%
+11,489
162
$376K 0.04%
7,310
163
$370K 0.04%
+2,244
164
$368K 0.04%
1,495
165
$366K 0.04%
+5,489
166
$359K 0.04%
+1,144
167
$352K 0.04%
+25,590
168
$343K 0.03%
13,206
-5,506
169
$342K 0.03%
+1,756
170
$331K 0.03%
5,177
171
$321K 0.03%
+1,781
172
$321K 0.03%
+3,317
173
$319K 0.03%
+1,239
174
$314K 0.03%
7,884
+133
175
$311K 0.03%
+4,536
5 6
7
8 9