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
$4.59B
AUM Growth
+$1.48B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,780
New
Increased
Reduced
Closed

Top Buys

1
+$194M
2
+$189M
3
+$95.5M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$84.6M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$63.4M

Top Sells

1
+$81.6M
2
+$76.7M
3
+$64.5M
4
NXPI icon
NXP Semiconductors
NXPI
+$51.7M
5
BEPC icon
Brookfield Renewable
BEPC
+$44.5M

Sector Composition

1 Technology 18.57%
2 Consumer Discretionary 11.85%
3 Financials 7.51%
4 Communication Services 7.09%
5 Healthcare 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$2.27M 0.05%
18,314
+10,568
277
$2.26M 0.05%
+52,231
278
$2.25M 0.05%
+301,682
279
$2.24M 0.05%
212,634
+400
280
$2.23M 0.05%
+13,793
281
$2.23M 0.05%
215,246
+147,214
282
$2.22M 0.04%
5,551
-10,300
283
$2.21M 0.04%
+50,522
284
$2.21M 0.04%
196,800
285
$2.21M 0.04%
100,398
-71,821
286
$2.2M 0.04%
+61,302
287
$2.19M 0.04%
+119,044
288
$2.19M 0.04%
+25,668
289
$2.18M 0.04%
10,287
-43,009
290
$2.17M 0.04%
+27,034
291
$2.17M 0.04%
145,571
+108,751
292
$2.16M 0.04%
+93,793
293
$2.15M 0.04%
213,937
-700
294
$2.14M 0.04%
202,580
+3,000
295
$2.13M 0.04%
200,000
296
$2.12M 0.04%
188,522
+101,556
297
$2.11M 0.04%
194,339
+2,600
298
$2.1M 0.04%
193,200
299
$2.1M 0.04%
29,072
-4,592
300
$2.08M 0.04%
+13,547
10 11
12
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