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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
2626
– –
-17,211
2627
– –
-4,386
2628
– –
-25,898
2629
– –
-5,277
2630
– –
-47,214
2631
– –
-1,994
2632
– –
-5,736
2633
– –
-8,212
2634
– –
-42,777
2635
– –
-60,743
2636
– –
-14,080
2637
– –
-36,750
2638
– –
-40,344
2639
– –
-52,801
2640
– –
-154,745
2641
– –
-8,114
2642
– –
-82,060
2643
– –
-97,800
2644
– –
-80,460
2645
– –
-20,481
2646
– –
-11,838
2647
– –
-34,847
2648
– –
-139,617
2649
– –
-12,507
2650
– –
-18,956
104 105
106
107 108