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HF

HRT Financial Portfolio holdings

AUM $26B
1-Year Est. Return 58.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+58.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$18.6B
AUM Growth
+$4.91B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,498
New
Increased
Reduced
Closed

Top Buys

1
+$1.95B
2
+$848M
3
+$243M
4
AZEK
The AZEK Co
AZEK
+$142M
5
TRI icon
Thomson Reuters
TRI
+$139M

Top Sells

1
+$443M
2
+$430M
3
+$320M
4
FLUT icon
Flutter Entertainment
FLUT
+$240M
5
GILD icon
Gilead Sciences
GILD
+$139M

Sector Composition

1 Financials 10.11%
2 Industrials 9.64%
3 Technology 8.42%
4 Healthcare 5.73%
5 Communication Services 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3401
– –
0
3402
– –
-22,350
3403
– –
-669,829
3404
– –
-54,918
3405
– –
-12,528
3406
– –
-25,994
3407
– –
-72,318
3408
– –
-115,184
3409
– –
-10,233
3410
– –
-8,408
3411
– –
-35,731
3412
– –
-15,739
3413
– –
0
3414
– –
0
3415
– –
-254,685
3416
– –
-89,810
3417
– –
-5,065
3418
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-7,975
3419
– –
-25,832
3420
– –
0
3421
– –
-30,222
3422
– –
-11,843
3423
– –
-29,757
3424
– –
0
3425
– –
-22,182
135 136
137
138 139