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
201
$260K 0.03%
+2,718
202
$253K 0.03%
+7,841
203
$252K 0.03%
2,570
204
$250K 0.03%
3,425
205
$248K 0.02%
3,246
-654
206
$247K 0.02%
1,387
207
$234K 0.02%
+3,004
208
$232K 0.02%
+2,600
209
$232K 0.02%
1,837
+577
210
$231K 0.02%
+6,863
211
$227K 0.02%
+21,034
212
$225K 0.02%
+2,413
213
$225K 0.02%
5,847
-4,162
214
$223K 0.02%
20,110
+1,310
215
$223K 0.02%
2,917
+7
216
$220K 0.02%
+1,273
217
$219K 0.02%
+1,270
218
$215K 0.02%
+9,620
219
$213K 0.02%
+3,288
220
$212K 0.02%
+410
221
$212K 0.02%
1,710
222
$209K 0.02%
+1,512
223
$208K 0.02%
1,909
+446
224
$207K 0.02%
+2,627
225
$202K 0.02%
+5,607