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
176
$329K 0.03%
1,496
+231
177
$328K 0.03%
+11,836
178
$328K 0.03%
+3,300
179
$326K 0.03%
1,741
-34
180
$325K 0.03%
3,648
-358
181
$324K 0.03%
2,186
182
$321K 0.03%
1,958
183
$317K 0.03%
+1,094
184
$305K 0.03%
2,696
185
$304K 0.03%
699
186
$302K 0.03%
5,535
-676
187
$301K 0.03%
6,717
188
$299K 0.03%
7,963
+60
189
$297K 0.03%
1,387
190
$297K 0.03%
4,433
191
$294K 0.03%
4,843
+420
192
$291K 0.03%
2,750
193
$290K 0.03%
1,909
-151
194
$288K 0.03%
3,581
-49
195
$285K 0.03%
5,964
-560
196
$285K 0.03%
13,425
197
$281K 0.02%
23,955
+2,415
198
$274K 0.02%
1,239
199
$273K 0.02%
4,354
-43
200
$272K 0.02%
589
6 7
8
9 10