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
$18.5B
AUM Growth
+$1.12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,191
New
Increased
Reduced
Closed

Top Buys

1
+$535M
2
+$516M
3
+$513M
4
LLY icon
Eli Lilly
LLY
+$187M
5
META icon
Meta Platforms (Facebook)
META
+$154M

Top Sells

1
+$331M
2
+$276M
3
+$197M
4
XOM icon
Exxon Mobil
XOM
+$162M
5
V icon
Visa
V
+$161M

Sector Composition

1 Technology 11.94%
2 Financials 7.04%
3 Healthcare 6.72%
4 Communication Services 6.47%
5 Industrials 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3051
– –
-260,551
3052
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-20,775
3053
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0
3054
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-252,497
3055
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3056
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0
3057
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-87,319
3058
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-14,926
3059
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-14,001
3060
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-49,692
3061
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-119,487
3062
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-813,033
3063
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-69,923
3064
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-640,890
3065
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-286,527
3066
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-95,661
3067
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-32,666
3068
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0
3069
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-35,896
3070
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-109,945
3071
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-28,901
3072
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-6,492
3073
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-179,620
3074
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-125,357
3075
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-26,238
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