HF

HRT Financial Portfolio holdings

AUM $24.3B
1-Year Est. Return 40.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+40.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$18.5B
AUM Growth
+$1.12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,191
New
Increased
Reduced
Closed

Top Buys

1
+$535M
2
+$516M
3
+$513M
4
LLY icon
Eli Lilly
LLY
+$187M
5
META icon
Meta Platforms (Facebook)
META
+$154M

Top Sells

1
+$331M
2
+$276M
3
+$197M
4
XOM icon
Exxon Mobil
XOM
+$162M
5
V icon
Visa
V
+$161M

Sector Composition

1 Technology 11.94%
2 Financials 7.04%
3 Healthcare 6.72%
4 Communication Services 6.47%
5 Industrials 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2651
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-108,937
2652
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2653
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2654
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2655
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2656
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-3,546
2657
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2658
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-26,983
2659
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-13,210
2660
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0
2661
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2662
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-2,891
2663
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-9,569
2664
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-26,799
2665
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-10,888
2666
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-184,761
2667
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-315,336
2668
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2669
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0
2670
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-34,292
2671
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2672
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-42,342
2673
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-16,247
2674
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-16,673
2675
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-27,687
105 106
107
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