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
176
$311K 0.03%
+8,540
177
$311K 0.03%
+2,696
178
$311K 0.03%
+697
179
$309K 0.03%
+18,215
180
$307K 0.03%
+7,317
181
$304K 0.03%
737
-130
182
$299K 0.03%
+13,425
183
$295K 0.03%
992
184
$295K 0.03%
6,559
+1,061
185
$293K 0.03%
+7,473
186
$291K 0.03%
2,930
187
$290K 0.03%
+17,110
188
$289K 0.03%
+8,628
189
$286K 0.03%
+3,581
190
$286K 0.03%
+3,479
191
$283K 0.03%
2,186
192
$275K 0.03%
+7,225
193
$275K 0.03%
+2,578
194
$274K 0.03%
+3,360
195
$274K 0.03%
1,958
196
$273K 0.03%
+2,172
197
$272K 0.03%
6,848
+250
198
$267K 0.03%
9,555
+826
199
$264K 0.03%
+6,220
200
$263K 0.03%
+6,330
6 7
8
9 10