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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
$7.96B
AUM Growth
+$1.12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,444
New
Increased
Reduced
Closed

Top Buys

1
+$289M
2
+$179M
3
+$138M
4
LIN icon
Linde
LIN
+$109M
5
LLY icon
Eli Lilly
LLY
+$108M

Top Sells

1
+$234M
2
+$118M
3
+$112M
4
TSLA icon
Tesla
TSLA
+$81.8M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$76.2M

Sector Composition

1 Technology 12.19%
2 Industrials 10.74%
3 Healthcare 9.46%
4 Financials 9.23%
5 Consumer Discretionary 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3001
– –
-621,348
3002
– –
-25,762
3003
– –
-31,310
3004
– –
-22,709
3005
– –
-16,131
3006
– –
-42,833
3007
– –
-14,331
3008
– –
-28,732
3009
– –
0
3010
– –
-12,996
3011
– –
-345,350
3012
– –
-28,357
3013
– –
-59,217
3014
– –
-3,918
3015
– –
-42
3016
– –
-70,137
3017
– –
-138,789
3018
– –
-21,198
3019
– –
-10,977
3020
– –
-217
3021
– –
-13,262
3022
– –
-68,680
3023
– –
-138,962
3024
– –
-17,166
3025
– –
-30,126
119 120
121
122 123