We are live on ! Find out more
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
2676
– –
-14,301
2677
– –
-1,814
2678
– –
0
2679
– –
-5,206
2680
– –
0
2681
– –
-10,284
2682
– –
-3,908
2683
– –
-4,904
2684
– –
-2,715
2685
– –
-24,545
2686
– –
-22,745
2687
– –
-24,807
2688
– –
-151
2689
– –
-23,696
2690
– –
-4,609
2691
– –
-9,075
2692
– –
-33,631
2693
– –
-34,454
2694
– –
-15,120
2695
– –
-10,200
2696
– –
-9,779
2697
– –
-15,936
2698
– –
-13,685
2699
– –
-17,916
2700
– –
-13,220
106 107
108
109 110