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
$16.8B
AUM Growth
+$1.12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,241
New
Increased
Reduced
Closed

Top Buys

1
+$943M
2
+$398M
3
+$327M
4
HOOD icon
Robinhood
HOOD
+$174M
5
BAC icon
Bank of America
BAC
+$148M

Top Sells

1
+$583M
2
+$152M
3
+$142M
4
ORCL icon
Oracle
ORCL
+$128M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$119M

Sector Composition

1 Financials 9.01%
2 Consumer Discretionary 7.28%
3 Technology 7.01%
4 Industrials 4.1%
5 Healthcare 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2801
– –
-488
2802
– –
-623,399
2803
– –
-5,998
2804
– –
-98
2805
– –
-21,155
2806
– –
-30,407
2807
– –
-114,635
2808
– –
-147,663
2809
– –
-42,500
2810
– –
-45,632
2811
– –
-96,533
2812
– –
-47,048
2813
– –
0
2814
– –
-15,441
2815
– –
-13,789
2816
– –
-17,034
2817
– –
-118,099
2818
– –
-1,364
2819
– –
-25,627
2820
– –
-41,588
2821
– –
-31,598
2822
– –
-9,530
2823
– –
-93,048
2824
– –
-49,928
2825
– –
-49,929
111 112
113
114 115