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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
1876
– –
0
1877
– –
-11,105
1878
– –
-265
1879
– –
-22,644
1880
– –
-19,900
1881
– –
-1
1882
– –
-17,156
1883
– –
-130,910
1884
– –
-5,854
1885
– –
-17,782
1886
– –
-24,420
1887
– –
-5,326
1888
– –
-10,068
1889
– –
-21,833
1890
– –
-907
1891
– –
-9,817
1892
– –
-25
1893
– –
-26,392
1894
– –
-40,222
1895
– –
-26,051
1896
– –
-22,777
1897
– –
-124,248
1898
– –
-21,102
1899
– –
-4,357
1900
– –
-8,031
74 75
76
77 78