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
$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
1826
– –
-52,133
1827
– –
-28,335
1828
– –
-689,060
1829
– –
-15,421
1830
– –
-19,682
1831
– –
-31,157
1832
– –
-13,108
1833
– –
-21,118
1834
– –
-178,511
1835
– –
-10,346
1836
– –
-14,666
1837
– –
-57,533
1838
– –
-30,729
1839
– –
-45,141
1840
– –
-35,218
1841
– –
-53,452
1842
– –
-13,723
1843
– –
-48,860
1844
– –
-21,094
1845
– –
-82,259
1846
– –
-29,191
1847
– –
-18,187
1848
– –
-10,492
1849
– –
-11,029
1850
– –
-127
72 73
74
75 76