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
151
$396K 0.03%
3,571
152
$391K 0.03%
5,564
+215
153
$385K 0.03%
18,215
154
$384K 0.03%
498
-3
155
$379K 0.03%
8,742
+2,980
156
$379K 0.03%
3,463
157
$378K 0.03%
1,416
-63
158
$376K 0.03%
3,354
+5
159
$370K 0.03%
370,499
+26,733
160
$369K 0.03%
3,675
+264
161
$368K 0.03%
6,505
+70
162
$362K 0.03%
5,000
-45
163
$359K 0.03%
2,172
164
$357K 0.03%
515
165
$357K 0.03%
5,177
166
$355K 0.03%
+15,590
167
$354K 0.03%
+2,811
168
$351K 0.03%
705
169
$346K 0.03%
1,314
170
$346K 0.03%
7,877
171
$339K 0.03%
16,721
+591
172
$339K 0.03%
5,721
-3,625
173
$338K 0.03%
6,239
+19
174
$334K 0.03%
1,187
-2
175
$333K 0.03%
8,990
+450
5 6
7
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