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
2801
– –
-27,610
2802
– –
-12,457
2803
– –
-13,443
2804
– –
-807
2805
– –
-30,455
2806
– –
-57,159
2807
– –
-46,705
2808
– –
-7,679
2809
– –
-13,377
2810
– –
-19,195
2811
– –
-12,699
2812
– –
0
2813
– –
-21,295
2814
– –
-12,972
2815
– –
-137,359
2816
– –
-8,332
2817
– –
-117,531
2818
– –
-7,098
2819
– –
-20,609
2820
– –
-127,846
2821
– –
-37,399
2822
– –
-50,032
2823
– –
-84,543
2824
– –
-36,752
2825
– –
-13,294
111 112
113
114 115