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
$1.12B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$27.3M
2
+$10.4M
3
+$10.3M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$3.02M
5
DCOR icon
Dimensional US Core Equity 1 ETF
DCOR
+$2.97M

Top Sells

1
+$1.34M
2
+$1.23M
3
+$1.02M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$803K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$295K

Sector Composition

1 Financials 12.54%
2 Technology 7.03%
3 Industrials 2.28%
4 Healthcare 1.96%
5 Communication Services 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$274K 0.02%
3,463
+38
202
$274K 0.02%
2,750
-180
203
$273K 0.02%
1,837
204
$272K 0.02%
+699
205
$270K 0.02%
7,307
+82
206
$265K 0.02%
2,768
+50
207
$265K 0.02%
2,413
208
$265K 0.02%
+589
209
$263K 0.02%
2,630
+30
210
$261K 0.02%
3,246
211
$260K 0.02%
2,635
+57
212
$259K 0.02%
+781
213
$248K 0.02%
3,182
+178
214
$247K 0.02%
2,743
+116
215
$246K 0.02%
+5,762
216
$246K 0.02%
737
217
$246K 0.02%
1,710
218
$245K 0.02%
2,570
219
$245K 0.02%
2,951
+34
220
$244K 0.02%
+4,423
221
$243K 0.02%
+2,257
222
$238K 0.02%
21,540
+1,430
223
$238K 0.02%
+5,672
224
$236K 0.02%
+4,907
225
$235K 0.02%
+2,534
7 8
9
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