HF

HRT Financial Portfolio holdings

AUM $21.9B
1-Year Est. Return 36.22%
This Quarter Est. Return
1 Year Est. Return
+36.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$239M
AUM Growth
+$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$7.04M
2
+$6M
3
+$5.5M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.56M
5
INTC icon
Intel
INTC
+$4.36M

Top Sells

1
+$9.6M
2
+$3.89M
3
+$3.53M
4
AXP icon
American Express
AXP
+$3.34M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.25M

Sector Composition

1 Technology 19.11%
2 Consumer Discretionary 10.62%
3 Communication Services 7.23%
4 Healthcare 6.98%
5 Consumer Staples 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$827K 0.3%
+6,171
52
$821K 0.3%
+8,350
53
$808K 0.29%
+34,180
54
$774K 0.28%
+5
55
$770K 0.28%
+23,565
56
$767K 0.28%
+26,868
57
$766K 0.28%
+7,111
58
$729K 0.27%
+12,442
59
$704K 0.26%
+10,524
60
$688K 0.25%
+9,023
61
$687K 0.25%
5,153
+1,492
62
$677K 0.25%
+563
63
$673K 0.24%
+5,331
64
$666K 0.24%
+3,633
65
$664K 0.24%
+8,036
66
$657K 0.24%
+6,801
67
$650K 0.24%
219
-183
68
$650K 0.24%
7,799
+5,025
69
$648K 0.24%
4,895
-23,506
70
$642K 0.23%
+5,755
71
$625K 0.23%
+11,276
72
$606K 0.22%
+3,665
73
$601K 0.22%
+10,053
74
$599K 0.22%
+15,206
75
$593K 0.22%
+10,076
1 2
3
4 5