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
2751
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-12,632
2752
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2753
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-13,625
2754
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2755
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2756
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2757
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-37,305
2758
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-10,610
2759
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-160,490
2760
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0
2761
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0
2762
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-52,234
2763
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-452,237
2764
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-15,000
2765
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-71,148
2766
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-32,405
2767
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2768
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2769
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2770
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-4,749
2771
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-29,494
2772
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0
2773
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-21,451
2774
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-115,426
2775
– –
-3,929
109 110
111
112 113