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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
$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 11.95%
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
2951
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2952
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2953
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-214,730
2954
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2955
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2956
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-11,068
2957
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-27,984
2958
– –
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2959
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-8,292
2960
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-5,409
2961
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-9,900
2962
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2963
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2964
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-1
2965
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2966
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-850
2967
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2968
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2969
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2970
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2971
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-3,313
2972
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-730,842
2973
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2974
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2975
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0
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