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
176
$325K 0.03%
1,807
+66
177
$319K 0.03%
4,354
178
$318K 0.03%
3,300
179
$316K 0.03%
11,836
180
$313K 0.03%
13,933
181
$312K 0.03%
3,850
+202
182
$311K 0.03%
16,130
-591
183
$304K 0.03%
7,275
+275
184
$302K 0.03%
8,176
+213
185
$300K 0.03%
1,735
-223
186
$288K 0.03%
1,921
+12
187
$287K 0.03%
1,179
-8
188
$285K 0.03%
20,936
+136
189
$283K 0.03%
7,307
190
$280K 0.02%
13,425
191
$277K 0.02%
2,480
-270
192
$273K 0.02%
811
+95
193
$272K 0.02%
741
+42
194
$271K 0.02%
2,111
195
$264K 0.02%
+2,000
196
$263K 0.02%
3,463
197
$256K 0.02%
954
+4
198
$255K 0.02%
3,288
199
$248K 0.02%
2,615
+15
200
$248K 0.02%
2,696
6 7
8
9 10