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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
1851
– –
-10,667
1852
– –
-14,039
1853
– –
-12,982
1854
– –
-152,112
1855
– –
-27,577
1856
– –
-432
1857
– –
-1,577
1858
– –
-60,453
1859
– –
-13,569
1860
– –
-41,827
1861
– –
-49,449
1862
– –
-14,488
1863
– –
-5,098
1864
– –
-3,576
1865
– –
-9,187
1866
– –
-38,870
1867
– –
-63
1868
– –
-14,927
1869
– –
0
1870
– –
-1,079
1871
– –
-8,585
1872
– –
-144,736
1873
– –
-4,006
1874
– –
0
1875
– –
-15,186
73 74
75
76 77