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
776
– –
-9,118
777
– –
-4,979
778
– –
-7,609
779
– –
0
780
– –
-12,268
781
– –
-2,762
782
– –
-19,651
783
– –
-16,480
784
– –
-30,856
785
– –
-27,593
786
– –
-10,961
787
– –
-14,264
788
– –
-5,647
789
– –
-1,213
790
– –
-13,174
791
– –
-479,900
792
– –
-226,426
793
– –
-2,573
794
– –
-126,340
795
– –
-9,201
796
– –
-5,467
797
– –
-4,765
798
– –
-15,166
799
– –
-341,078
800
– –
-46,474
30 31
32
33 34