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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
$4.59B
AUM Growth
+$1.48B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,780
New
Increased
Reduced
Closed

Top Buys

1
+$188M
2
+$185M
3
+$92M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$80.3M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$59.5M

Top Sells

1
+$97.4M
2
+$76.7M
3
+$60.6M
4
NXPI icon
NXP Semiconductors
NXPI
+$47.9M
5
BEPC icon
Brookfield Renewable
BEPC
+$36.8M

Sector Composition

1 Technology 18.62%
2 Consumer Discretionary 11.85%
3 Financials 7.5%
4 Communication Services 7.09%
5 Healthcare 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1726
– –
-32,108
1727
– –
-87,104
1728
– –
-21,319
1729
– –
-35,787
1730
– –
-16,139
1731
– –
-99,900
1732
– –
-62,505
1733
– –
-33,518
1734
– –
-11,009
1735
– –
-75,506
1736
– –
-23,594
1737
– –
-23,694
1738
– –
-22,096
1739
– –
0
1740
– –
-14,111
1741
– –
-51,653
1742
– –
0
1743
– –
-43,962
1744
– –
-17,000
1745
– –
0
1746
– –
-14,995
1747
– –
-42,747
1748
– –
-5,787
1749
– –
-38,224
1750
– –
-18,582
68 69
70
71 72