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
$16.8B
AUM Growth
+$1.12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,241
New
Increased
Reduced
Closed

Top Buys

1
+$943M
2
+$398M
3
+$327M
4
HOOD icon
Robinhood
HOOD
+$174M
5
BAC icon
Bank of America
BAC
+$148M

Top Sells

1
+$583M
2
+$152M
3
+$142M
4
ORCL icon
Oracle
ORCL
+$128M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$119M

Sector Composition

1 Financials 9.01%
2 Consumer Discretionary 7.28%
3 Technology 7.01%
4 Industrials 4.09%
5 Healthcare 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3001
– –
-17,890
3002
– –
-796
3003
– –
-22,866
3004
– –
0
3005
– –
-1,486
3006
– –
-145,115
3007
– –
-211,633
3008
– –
-7,296
3009
– –
0
3010
– –
-43,569
3011
– –
-10,605
3012
– –
-20,351
3013
– –
-24,792
3014
– –
-1,077
3015
– –
-13,739
3016
– –
-13,587
3017
– –
-576
3018
– –
-94,026
3019
– –
0
3020
– –
-3,113
3021
– –
-69,309
3022
– –
-14,442
3023
– –
-13,640
3024
– –
-49,232
3025
– –
-76,669
119 120
121
122 123