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
$18.5B
AUM Growth
+$1.12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,191
New
Increased
Reduced
Closed

Top Buys

1
+$535M
2
+$516M
3
+$513M
4
LLY icon
Eli Lilly
LLY
+$187M
5
META icon
Meta Platforms (Facebook)
META
+$154M

Top Sells

1
+$331M
2
+$276M
3
+$197M
4
XOM icon
Exxon Mobil
XOM
+$162M
5
V icon
Visa
V
+$161M

Sector Composition

1 Technology 11.94%
2 Financials 7.04%
3 Healthcare 6.72%
4 Communication Services 6.47%
5 Industrials 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2876
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2877
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-1,947
2878
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2879
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2880
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2881
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2882
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2883
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-83,507
2884
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-21,977
2885
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2886
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-293,188
2887
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-26,314
2888
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-2,973
2889
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-27,690
2890
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2891
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0
2892
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2893
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2894
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2895
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2896
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-61,721
2897
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2898
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-2,740
2899
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-10,351
2900
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-17,507
114 115
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