HF
HRT Financial Portfolio holdings
AUM
$18.6B
This Quarter Return
+6.08%
1 Year Return
+21.81%
3 Year Return
+84.3%
5 Year Return
+167.18%
10 Year Return
+317.46%
AUM
$18.5B
AUM Growth
+$18.5B
(+6.5%)
Cap. Flow
+$95.7M
Cap. Flow
% of AUM
0.52%
Top 10 Holdings %
Top 10 Hldgs %
50.09%
Holding
3,191
New
1,140
Increased
442
Reduced
577
Closed
952
Top Buys
| 1 |
Microsoft
MSFT
|
$539M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$535M |
| 3 |
NVIDIA
NVDA
|
$528M |
| 4 |
Eli Lilly
LLY
|
$184M |
| 5 |
Meta Platforms (Facebook)
META
|
$171M |
Top Sells
| 1 |
SiriusXM
SIRI
|
$349M |
| 2 |
Apple
AAPL
|
$312M |
| 3 |
Invesco QQQ Trust
QQQ
|
$285M |
| 4 |
Amazon
AMZN
|
$209M |
| 5 |
Super Micro Computer
SMCI
|
$190M |
Sector Composition
| 1 | Technology | 11.98% |
| 2 | Financials | 7.04% |
| 3 | Healthcare | 6.72% |
| 4 | Communication Services | 6.44% |
| 5 | Industrials | 6.24% |
