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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
1951
– –
-32,581
1952
– –
-17,092
1953
– –
-15,153
1954
– –
-10,505
1955
– –
0
1956
– –
-3,217
1957
– –
-4,827
1958
– –
-5,751
1959
– –
-14,502
1960
– –
-35,228
1961
– –
-10,813
1962
– –
-24,469
1963
– –
-55,285
1964
– –
-45,815
1965
– –
-10,297
1966
– –
-5,623
1967
– –
-11,759
1968
– –
-8,326
1969
– –
-2,520
1970
– –
-95,626
1971
– –
-19,011
1972
– –
-17,037
1973
– –
-3,280
1974
– –
-118,784
1975
– –
-1,775
77 78
79
80 81