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HF

HRT Financial Portfolio holdings

AUM $26B
1-Year Est. Return 58.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+58.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.59B
AUM Growth
+$1.48B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,780
New
Increased
Reduced
Closed

Top Buys

1
+$188M
2
+$185M
3
+$92M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$80.3M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$59.5M

Top Sells

1
+$97.4M
2
+$76.7M
3
+$60.6M
4
NXPI icon
NXP Semiconductors
NXPI
+$47.9M
5
BEPC icon
Brookfield Renewable
BEPC
+$36.8M

Sector Composition

1 Technology 18.62%
2 Consumer Discretionary 11.85%
3 Financials 7.5%
4 Communication Services 7.09%
5 Healthcare 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2501
– –
-52,058
2502
– –
-10,647
2503
– –
-12,537
2504
– –
-1,228
2505
– –
-9,456
2506
– –
-5,156
2507
– –
-19,639
2508
– –
-5,071
2509
– –
-169,352
2510
– –
-35,674
2511
– –
-27,694
2512
– –
-4,515
2513
– –
-12,219
2514
– –
-1,595
2515
– –
-19,268
2516
– –
-229,126
2517
– –
-18,041
2518
– –
-16,325
2519
– –
-9,830
2520
– –
-83,851
2521
– –
-13,450
2522
– –
-8,629
2523
– –
-10,141
2524
– –
-168,772
2525
– –
-20,431
99 100
101
102 103