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
201
$271K 0.02%
3,288
202
$268K 0.02%
7,000
+1,328
203
$267K 0.02%
+756
204
$264K 0.02%
1,837
205
$263K 0.02%
2,975
206
$261K 0.02%
7,307
207
$259K 0.02%
4,797
208
$259K 0.02%
781
209
$259K 0.02%
2,111
-1,270
210
$259K 0.02%
+13,933
211
$248K 0.02%
+3,280
212
$248K 0.02%
2,270
-300
213
$247K 0.02%
716
+100
214
$247K 0.02%
3,620
215
$245K 0.02%
737
216
$244K 0.02%
20,800
217
$243K 0.02%
2,067
-190
218
$241K 0.02%
11,077
219
$241K 0.02%
+8,700
220
$240K 0.02%
1,144
221
$236K 0.02%
+1,181
222
$234K 0.02%
2,534
223
$234K 0.02%
950
224
$232K 0.02%
2,956
+5
225
$231K 0.02%
2,413
7 8
9
10 11