We are live on ! Find out more
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
$589M
AUM Growth
-$59.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
887
New
Increased
Reduced
Closed

Top Buys

1
+$59.3M
2
+$16M
3
+$13.4M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$13M
5
TSLA icon
Tesla
TSLA
+$10.3M

Top Sells

1
+$17.2M
2
+$12.2M
3
+$11.8M
4
MRK icon
Merck
MRK
+$10.6M
5
D icon
Dominion Energy
D
+$10.5M

Sector Composition

1 Industrials 6.72%
2 Healthcare 6.11%
3 Consumer Discretionary 6.07%
4 Financials 5.12%
5 Consumer Staples 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
– –
-3,976
702
– –
-40,724
703
– –
-20,914
704
– –
-11,380
705
– –
-21,570
706
– –
-7,974
707
– –
-17,956
708
– –
-424,960
709
– –
-599
710
– –
-9,489
711
– –
-12,720
712
– –
-32,208
713
– –
-1,961
714
– –
0
715
– –
-881
716
– –
-14,044
717
– –
-74,925
718
– –
-33,674
719
– –
-7,559
720
– –
-2,883
721
– –
-3,288
722
– –
-27,428
723
– –
-8,911
724
– –
-6,163
725
– –
-7,866
27 28
29
30 31