HF

HRT Financial Portfolio holdings

AUM $21.9B
1-Year Est. Return 36.22%
This Quarter Est. Return
1 Year Est. Return
+36.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$18.5B
AUM Growth
+$1.12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,191
New
Increased
Reduced
Closed

Top Buys

1
+$539M
2
+$535M
3
+$528M
4
LLY icon
Eli Lilly
LLY
+$184M
5
META icon
Meta Platforms (Facebook)
META
+$171M

Top Sells

1
+$312M
2
+$285M
3
+$209M
4
SMCI icon
Super Micro Computer
SMCI
+$190M
5
XOM icon
Exxon Mobil
XOM
+$165M

Sector Composition

1 Technology 11.94%
2 Financials 7.04%
3 Healthcare 6.72%
4 Communication Services 6.47%
5 Industrials 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1926
$52K ﹤0.01%
+22,031
1927
$51K ﹤0.01%
+20,891
1928
$51K ﹤0.01%
+7,456
1929
$50K ﹤0.01%
35,718
-2,675
1930
$50K ﹤0.01%
+14,480
1931
$50K ﹤0.01%
+10,966
1932
$49K ﹤0.01%
+1,298
1933
$49K ﹤0.01%
+17,576
1934
$49K ﹤0.01%
26,042
-6,575
1935
– –
0
1936
$48K ﹤0.01%
+4,568
1937
$48K ﹤0.01%
+10,166
1938
$48K ﹤0.01%
+42,400
1939
$48K ﹤0.01%
+10,765
1940
$48K ﹤0.01%
+44,364
1941
$47K ﹤0.01%
3,713
+793
1942
$47K ﹤0.01%
23,752
-20,179
1943
$47K ﹤0.01%
15,586
+1,347
1944
$47K ﹤0.01%
+666
1945
$46K ﹤0.01%
+12,585
1946
$46K ﹤0.01%
74,166
+15,569
1947
$44K ﹤0.01%
+516
1948
$44K ﹤0.01%
+18,745
1949
$44K ﹤0.01%
332,867
+269,773
1950
$43K ﹤0.01%
+31,721
76 77
78
79 80