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
3076
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-15,492
3077
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3078
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-48,828
3079
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3080
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3081
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-25,962
3082
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-45,256
3083
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-18,652
3084
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-15,897
3085
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-120
3086
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-155,965
3087
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-170,245
3088
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-25,530
3089
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3090
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-917
3091
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-51,205
3092
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-10,738
3093
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3094
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-540,101
3095
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-18,364
3096
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-98,624
3097
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-11,433
3098
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-6,318
3099
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-4,197
3100
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-234,710
122 123
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