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
$16.3B
AUM Growth
-$2.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,266
New
Increased
Reduced
Closed

Top Buys

1
+$349M
2
+$242M
3
+$223M
4
META icon
Meta Platforms (Facebook)
META
+$217M
5
GEV icon
GE Vernova
GEV
+$146M

Top Sells

1
+$883M
2
+$533M
3
+$459M
4
LLY icon
Eli Lilly
LLY
+$167M
5
PCG icon
PG&E
PCG
+$153M

Sector Composition

1 Technology 11.95%
2 Financials 8.12%
3 Communication Services 7.77%
4 Industrials 7%
5 Consumer Discretionary 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2851
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-15,829
2852
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2853
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-21,795
2854
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-8,529
2855
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2856
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-104,184
2857
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-21,816
2858
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-11,331
2859
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-68
2860
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-3,949
2861
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-26,273
2862
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-83,213
2863
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-16,785
2864
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-546,247
2865
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-2,487,117
2866
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2867
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2868
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2869
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2870
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2871
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-8,239
2872
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-182,032
2873
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-31,968
2874
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-79,840
2875
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-16,676
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