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
$7.96B
AUM Growth
+$1.12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,444
New
Increased
Reduced
Closed

Top Buys

1
+$289M
2
+$179M
3
+$138M
4
LIN icon
Linde
LIN
+$109M
5
LLY icon
Eli Lilly
LLY
+$108M

Top Sells

1
+$234M
2
+$118M
3
+$112M
4
TSLA icon
Tesla
TSLA
+$81.8M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$76.2M

Sector Composition

1 Technology 12.19%
2 Industrials 10.74%
3 Healthcare 9.46%
4 Financials 9.23%
5 Consumer Discretionary 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2726
– –
-12,499
2727
– –
-20,608
2728
– –
-4
2729
– –
-48,064
2730
– –
-24,029
2731
– –
-11,999
2732
– –
-15,499
2733
– –
-118,778
2734
– –
-125,003
2735
– –
-448
2736
– –
-133,411
2737
– –
-174,658
2738
– –
-15,521
2739
– –
-539
2740
– –
0
2741
– –
-68,476
2742
– –
-1,091
2743
– –
-14,994
2744
– –
-146,780
2745
– –
-15,638
2746
– –
-21,887
2747
– –
-37,500
2748
– –
-136,520
2749
– –
-18,313
2750
– –
-2,650
108 109
110
111 112