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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
2601
– –
-189,079
2602
– –
-15,933
2603
– –
-34,773
2604
– –
-58,245
2605
– –
-4,880
2606
– –
-12,954
2607
– –
-10,743
2608
– –
-83,600
2609
– –
-2,117
2610
– –
-180,371
2611
– –
-28,431
2612
– –
-5,737
2613
– –
-4,062
2614
– –
-14,264
2615
– –
-24,871
2616
– –
-19,309
2617
– –
-11,903
2618
– –
-23,885
2619
– –
-53,809
2620
– –
-46
2621
– –
-7,742
2622
– –
-6,500
2623
– –
-2,471
2624
– –
-74,796
2625
– –
-49,283
103 104
105
106 107