HF

HRT Financial Portfolio holdings

AUM $21.9B
1-Year Est. Return 36.22%
This Quarter Est. Return
1 Year Est. Return
+36.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$18.6B
AUM Growth
+$4.91B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,498
New
Increased
Reduced
Closed

Top Buys

1 +$2.11B
2 +$940M
3 +$262M
4
AZEK
The AZEK Co
AZEK
+$154M
5
HOOD icon
Robinhood
HOOD
+$150M

Top Sells

1 +$461M
2 +$342M
3 +$305M
4
FLUT icon
Flutter Entertainment
FLUT
+$240M
5
GILD icon
Gilead Sciences
GILD
+$147M

Sector Composition

1 Financials 10.1%
2 Industrials 9.61%
3 Technology 8.49%
4 Healthcare 5.73%
5 Communication Services 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ENOV icon
2926
Enovis
ENOV
$1.57B
-48,744
ENR icon
2927
Energizer
ENR
$1.36B
-13,539
ENVB icon
2928
Enveric Biosciences
ENVB
$5.26M
-3,385
ENVX icon
2929
Enovix
ENVX
$1.79B
-416,549
EOLS icon
2930
Evolus
EOLS
$467M
-12,564
EOG icon
2931
EOG Resources
EOG
$56.1B
-270,656
EPI icon
2932
WisdomTree India Earnings Fund ETF
EPI
$2.77B
-9,027
EPSN icon
2933
Epsilon Energy
EPSN
$128M
-28,380
EQR icon
2934
Equity Residential
EQR
$23.7B
-3,656
EQTY icon
2935
Kovitz Core Equity ETF
EQTY
$1.33B
-11,385
ERC
2936
Allspring Multi-Sector Income Fund
ERC
$262M
-12,112
EMBJ
2937
Embraer S.A. ADS
EMBJ
$11.6B
-16,623
ERNA icon
2938
Eterna Therapeutics
ERNA
$9.89M
-2,833
ESOA icon
2939
Energy Services of America
ESOA
$134M
-22,350
ESPR icon
2940
Esperion Therapeutics
ESPR
$960M
-669,829
ETD icon
2941
Ethan Allen Interiors
ETD
$593M
-54,918
ETN icon
2942
Eaton
ETN
$124B
-12,528
ETON icon
2943
Eton Pharmaceutcials
ETON
$448M
-57,235
ETY icon
2944
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.41B
-15,206
EUFN icon
2945
iShares MSCI Europe Financials ETF
EUFN
$4.51B
-18,021
EVR icon
2946
Evercore
EVR
$13.6B
-19,023
EVTC icon
2947
Evertec
EVTC
$1.9B
-26,756
EVTV icon
2948
Envirotech Vehicles
EVTV
$2.3M
-1,098
EVV
2949
Eaton Vance Limited Duration Income Fund
EVV
$1.15B
-14,966
EXPI icon
2950
eXp World Holdings
EXPI
$1.56B
-115,184