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
$16.8B
AUM Growth
+$1.12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,241
New
Increased
Reduced
Closed

Top Buys

1
+$943M
2
+$398M
3
+$327M
4
HOOD icon
Robinhood
HOOD
+$174M
5
BAC icon
Bank of America
BAC
+$148M

Top Sells

1
+$583M
2
+$152M
3
+$142M
4
ORCL icon
Oracle
ORCL
+$128M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$119M

Sector Composition

1 Financials 9.01%
2 Consumer Discretionary 7.28%
3 Technology 7.01%
4 Industrials 4.09%
5 Healthcare 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3101
– –
-70,633
3102
– –
-46,073
3103
– –
-31,034
3104
– –
-108,569
3105
– –
-109,204
3106
– –
-20,855
3107
– –
-45,883
3108
– –
-191,278
3109
– –
-37,643
3110
– –
-1,772
3111
– –
-278,111
3112
– –
-34,928
3113
– –
-3,067
3114
– –
-52,038
3115
– –
-21,321
3116
– –
-4,334
3117
– –
0
3118
– –
-15,000
3119
– –
-3,618
3120
– –
-10,276
3121
– –
-7,414
3122
– –
-10,668
3123
– –
-24,662
3124
– –
-28,064
3125
– –
-12,423
123 124
125
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