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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
1926
– –
-4,783
1927
– –
-156,267
1928
– –
-388
1929
– –
-27,379
1930
– –
-11,856
1931
– –
-30,111
1932
– –
-7,505
1933
– –
-46,010
1934
– –
-20,662
1935
– –
-13,838
1936
– –
-4,543
1937
– –
-2,401
1938
– –
-101,481
1939
– –
-42,796
1940
– –
-101,544
1941
– –
-1,681
1942
– –
-35,970
1943
– –
-4,125
1944
– –
-13,696
1945
– –
-25,225
1946
– –
-56
1947
– –
-15,750
1948
– –
-38,495
1949
– –
-5,727
1950
– –
-161,764
76 77
78
79 80