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 4.1%
5 Healthcare 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
4051
– –
-33,740
4052
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-33,441
4053
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-188,313
4054
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-22,164
4055
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-5,809
4056
– –
-2,927
4057
– –
-694,585
4058
– –
-15,920
4059
– –
-40,242
4060
– –
-23,334
4061
– –
-22
4062
– –
-31,338
4063
– –
-71,736
4064
– –
-113,175
4065
– –
-13,666
4066
– –
-209,353
4067
– –
-10
4068
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-14,671
4069
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-179,039
4070
– –
-32,627
4071
– –
-2,654
4072
– –
-24,344
4073
– –
-4,668
4074
– –
-10,973
4075
– –
-11,313
161 162
163
164 165