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
$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 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3026
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-26,041
3027
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-11,311
3028
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-18,992
3029
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-18,290
3030
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-81,190
3031
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-11,395
3032
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-25,978
3033
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-12,499
3034
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-20,608
3035
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-4
3036
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-48,064
3037
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-24,029
3038
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-28,535
3039
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-582,647
3040
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-80,137
3041
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-196,777
3042
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-36,239
3043
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-11,999
3044
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-15,499
3045
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-261,445
3046
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-6,611
3047
– –
-118,778
3048
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-125,003
3049
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-448
3050
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-133,411
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