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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
1751
– –
-33,551
1752
– –
-101,333
1753
– –
-23,912
1754
– –
-34,779
1755
– –
-101,370
1756
– –
-15,437
1757
– –
-38,661
1758
– –
-16,425
1759
– –
-25,338
1760
– –
-12,800
1761
– –
-28,997
1762
– –
-228,731
1763
– –
-17,566
1764
– –
-17,645
1765
– –
-29,467
1766
– –
-26,665
1767
– –
-28,859
1768
– –
-61,349
1769
– –
-11,400
1770
– –
-90,380
1771
– –
-56,998
1772
– –
-37,589
1773
– –
-16,231
1774
– –
-29,268
1775
– –
-45,448
69 70
71
72 73