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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
1801
– –
-27,483
1802
– –
-17,320
1803
– –
-10,100
1804
– –
-65,592
1805
– –
-14,663
1806
– –
-256,195
1807
– –
-75,284
1808
– –
-22,945
1809
– –
-14,328
1810
– –
-57,545
1811
– –
-13,774
1812
– –
-48,966
1813
– –
-22,893
1814
– –
-95,128
1815
– –
-26,050
1816
– –
-126,853
1817
– –
-85,408
1818
– –
-21,153
1819
– –
-9,666
1820
– –
-43,974
1821
– –
-58,620
1822
– –
-46,299
1823
– –
-1,068,391
1824
– –
-243,247
1825
– –
-13,465
71 72
73
74 75