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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
2526
– –
-1
2527
– –
-19,894
2528
– –
-1,253
2529
– –
-11,633
2530
– –
-14,524
2531
– –
-6,352
2532
– –
-16,014
2533
– –
-6,599
2534
– –
-24,025
2535
– –
-20,043
2536
– –
-18,496
2537
– –
-21,178
2538
– –
-2,134
2539
– –
-8,807
2540
– –
-396,253
2541
– –
-7,875
2542
– –
-12,150
2543
– –
-34,002
2544
– –
0
2545
– –
-19,874
2546
– –
-12,723
2547
– –
-6,927
2548
– –
-10,102
2549
– –
-24,680
2550
– –
-12,865
100 101
102
103 104