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
3526
– –
-1,807
3527
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-26,396
3528
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-15,076
3529
– –
-10,245
3530
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-20,508
3531
– –
0
3532
– –
-89,098
3533
– –
0
3534
– –
-35,866
3535
– –
-119,733
3536
– –
-59,333
3537
– –
-17,265
3538
– –
-2,645
3539
– –
-26,813
3540
– –
-23,691
3541
– –
-8,186
3542
– –
-14,887
3543
– –
-1,297
3544
– –
0
3545
– –
-56,845
3546
– –
-2,098
3547
– –
-41,990
3548
– –
-9,073
3549
– –
-29,235
3550
– –
-25,887
140 141
142
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