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
$13.7B
AUM Growth
-$2.59B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,376
New
Increased
Reduced
Closed

Top Buys

1
+$349M
2
+$219M
3
+$159M
4
PFE icon
Pfizer
PFE
+$144M
5
GILD icon
Gilead Sciences
GILD
+$135M

Top Sells

1
+$975M
2
+$904M
3
+$356M
4
CVX icon
Chevron
CVX
+$211M
5
GEV icon
GE Vernova
GEV
+$172M

Sector Composition

1 Technology 12.47%
2 Consumer Discretionary 9.96%
3 Financials 9.57%
4 Healthcare 7.37%
5 Industrials 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2751
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-377,586
2752
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2753
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2754
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2755
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2756
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2757
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0
2758
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2759
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-12,689
2760
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-9,566
2761
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2762
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-99,792
2763
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-9,500
2764
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2765
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2766
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-9,616
2767
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2768
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2769
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2770
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2771
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2772
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2773
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-7,490
2774
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2775
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-3,266
109 110
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