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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
$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
2776
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-64,390
2777
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2778
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-58,065
2779
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-14,938
2780
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2781
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-15,276
2782
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-17,562
2783
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-173,375
2784
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-16,088
2785
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0
2786
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-7,961
2787
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-21,694
2788
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-621
2789
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-108,994
2790
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2791
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2792
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2793
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2794
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0
2795
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-2,746
2796
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2797
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2798
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2799
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-5,907
2800
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