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
$9.58B
AUM Growth
-$839M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,179
New
Increased
Reduced
Closed

Top Buys

1
+$121M
2
+$98.9M
3
+$89.8M
4
AVGO icon
Broadcom
AVGO
+$88.1M
5
AAPL icon
Apple
AAPL
+$78.7M

Top Sells

1
+$743M
2
+$136M
3
+$130M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$112M
5
XOM icon
Exxon Mobil
XOM
+$70.9M

Sector Composition

1 Technology 12.03%
2 Financials 8.06%
3 Consumer Discretionary 7.34%
4 Industrials 5.96%
5 Energy 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$15.7M 0.16%
30,709
+6,061
77
$15.7M 0.16%
+47,582
78
$15.6M 0.16%
134,760
+81,028
79
$15.6M 0.16%
848,567
+818,755
80
$15.4M 0.15%
+165,637
81
$15.4M 0.15%
+414,750
82
$15.1M 0.15%
128,002
-603,130
83
$15M 0.15%
94,830
+6,720
84
$14.9M 0.15%
234,757
+161,240
85
$14.9M 0.15%
+336,693
86
$14.8M 0.15%
84,779
+78,460
87
$14.7M 0.15%
+134,909
88
$14.4M 0.14%
+363,345
89
$14.4M 0.14%
+135,582
90
$14.2M 0.14%
+357,756
91
$14.2M 0.14%
95,029
+85,414
92
$14M 0.14%
450,300
-120,288
93
$13.7M 0.14%
143,466
+45,350
94
$13.3M 0.13%
+212,980
95
$12.8M 0.13%
+123,205
96
$12.7M 0.13%
+460,622
97
$12.6M 0.13%
83,483
-24,125
98
$12.5M 0.12%
+101,670
99
$12.3M 0.12%
611,468
+166,233
100
$12.2M 0.12%
397,853
-261,103
2 3
4
5 6