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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
3051
– –
-4,444
3052
– –
-17,200
3053
– –
-26,053
3054
– –
-695,724
3055
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-15,536
3056
– –
-11,001
3057
– –
-54,424
3058
– –
-21,346
3059
– –
-11,926
3060
– –
-50,384
3061
– –
-127,108
3062
– –
-179,100
3063
– –
-48,364
3064
– –
-44,437
3065
– –
-338,406
3066
– –
-119,689
3067
– –
-18,056
3068
– –
0
3069
– –
-87,679
3070
– –
-51,039
3071
– –
-74,429
3072
– –
-7,517
3073
– –
-38,652
3074
– –
-84,448
3075
– –
-453,194
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