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
$15.7B
AUM Growth
+$5.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,882
New
Increased
Reduced
Closed

Top Buys

1
+$3.76B
2
+$929M
3
+$157M
4
IDXX icon
Idexx Laboratories
IDXX
+$127M
5
DOCU
DocuSign
DOCU
+$119M

Top Sells

1
+$252M
2
+$140M
3
+$120M
4
UNH icon
UnitedHealth
UNH
+$90.8M
5
HON icon
Honeywell
HON
+$87M

Sector Composition

1 Technology 9.01%
2 Financials 7%
3 Consumer Discretionary 5.82%
4 Healthcare 5.71%
5 Industrials 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3351
– –
-92,241
3352
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-131,047
3353
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0
3354
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-1,152,095
3355
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-2,323
3356
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-357,428
3357
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-212,760
3358
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-48,219
3359
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-21,114
3360
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-1,472
3361
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-65,566
3362
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-164,089
3363
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0
3364
– –
-25,950
3365
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-160,135
3366
– –
-120,087
3367
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0
3368
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-70,624
3369
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-20,099
3370
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-42,859
3371
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-3,489
3372
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-84,377
3373
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-168,858
3374
– –
-130,817
3375
– –
-1,244,462
133 134
135
136 137