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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
2551
– –
-39,233
2552
– –
-11,968
2553
– –
-14,422
2554
– –
-71,972
2555
– –
-2,554
2556
– –
-26,566
2557
– –
-626
2558
– –
-16,815
2559
– –
-11,410
2560
– –
-14,728
2561
– –
-34,059
2562
– –
-157,871
2563
– –
-4,720
2564
– –
-22,124
2565
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-48,385
2566
– –
-16,006
2567
– –
-23,212
2568
– –
-8,023
2569
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-23,331
2570
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-7,212
2571
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-20,481
2572
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-13,076
2573
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-4,744
2574
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-61,081
2575
– –
-10,904
101 102
103
104 105