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
201
$247K 0.02%
2,813
+279
202
$246K 0.02%
1,315
+134
203
$244K 0.02%
125
204
$244K 0.02%
4,907
205
$243K 0.02%
4,797
206
$242K 0.02%
4,175
+102
207
$241K 0.02%
2,956
208
$241K 0.02%
4,968
+125
209
$240K 0.02%
3,263
+72
210
$239K 0.02%
3,660
+40
211
$237K 0.02%
+8,391
212
$234K 0.02%
1,837
213
$234K 0.02%
2,600
-143
214
$233K 0.02%
+6,811
215
$230K 0.02%
1,252
+13
216
$226K 0.02%
11,077
217
$225K 0.02%
737
218
$223K 0.02%
765
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219
$223K 0.02%
458
220
$221K 0.02%
1,710
221
$216K 0.02%
23,955
222
$214K 0.02%
2,975
223
$208K 0.02%
476
-113
224
$207K 0.02%
763
-18
225
$206K 0.02%
3,239
-41
7 8
9
10 11