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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
2701
– –
-1,691
2702
– –
-10,683
2703
– –
-22,397
2704
– –
-10,473
2705
– –
-14,472
2706
– –
-27,544
2707
– –
-30,472
2708
– –
-25,849
2709
– –
-11,837
2710
– –
-12,568
2711
– –
-9,848
2712
– –
-16,319
2713
– –
-8,430
2714
– –
-20,525
2715
– –
-19,440
2716
– –
-2,532
2717
– –
-11,649
2718
– –
-1,770
2719
– –
-780
2720
– –
-183
2721
– –
-18,464
2722
– –
-18,792
2723
– –
-48,689
2724
– –
-68,123
2725
– –
-48,433
107 108
109
110 111