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
$13.7B
AUM Growth
-$2.59B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,376
New
Increased
Reduced
Closed

Top Buys

1
+$305M
2
+$187M
3
+$153M
4
GILD icon
Gilead Sciences
GILD
+$147M
5
PFE icon
Pfizer
PFE
+$139M

Top Sells

1
+$900M
2
+$860M
3
+$318M
4
CVX icon
Chevron
CVX
+$226M
5
GEV icon
GE Vernova
GEV
+$151M

Sector Composition

1 Technology 12.46%
2 Consumer Discretionary 9.96%
3 Financials 9.58%
4 Healthcare 7.37%
5 Industrials 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1926
$93K ﹤0.01%
16,233
-45,656
1927
$93K ﹤0.01%
+44,546
1928
$93K ﹤0.01%
+53
1929
$93K ﹤0.01%
+17,852
1930
$92K ﹤0.01%
10,512
-32,599
1931
$91K ﹤0.01%
16,380
+4,237
1932
$91K ﹤0.01%
+13,029
1933
$90K ﹤0.01%
+13,681
1934
$90K ﹤0.01%
27,544
+15,305
1935
$90K ﹤0.01%
+137,268
1936
$89K ﹤0.01%
+46,726
1937
$89K ﹤0.01%
+10,707
1938
$89K ﹤0.01%
66,554
-1,305,503
1939
$87K ﹤0.01%
+12,415
1940
$87K ﹤0.01%
+41,380
1941
$85K ﹤0.01%
+45,398
1942
$85K ﹤0.01%
+96,721
1943
$84K ﹤0.01%
+14,063
1944
$83K ﹤0.01%
+29,602
1945
$83K ﹤0.01%
34,647
+10,215
1946
$82K ﹤0.01%
10,289
-29,711
1947
$82K ﹤0.01%
+31,800
1948
$82K ﹤0.01%
+20,773
1949
$80K ﹤0.01%
25,888
-1,148
1950
$80K ﹤0.01%
+71,980
76 77
78
79 80