HF

HRT Financial Portfolio holdings

AUM $24.3B
1-Year Est. Return 40.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+40.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$17.4B
AUM Growth
+$1.29B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,207
New
Increased
Reduced
Closed

Top Buys

1
+$218M
2
+$199M
3
+$185M
4
AMZN icon
Amazon
AMZN
+$174M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$170M

Top Sells

1
+$2.3B
2
+$203M
3
+$178M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$176M
5
CRH icon
CRH
CRH
+$161M

Sector Composition

1 Technology 9.52%
2 Industrials 8.13%
3 Consumer Discretionary 8.12%
4 Financials 7.86%
5 Healthcare 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1951
– –
-70,446
1952
– –
-33,984
1953
$0 ﹤0.01%
30,621
+12,784
1954
– –
-23,459
1955
– –
-18,362
1956
– –
-2,576
1957
– –
-51,862
1958
– –
-19,591
1959
– –
-616
1960
– –
-3,670
1961
– –
-22,874
1962
– –
-945
1963
– –
-10,533
1964
– –
-2
1965
$0 ﹤0.01%
17,880
1966
– –
-56,199
1967
– –
-52,546
1968
– –
-150,604
1969
$0 ﹤0.01%
14,733
1970
– –
-30,858
1971
$0 ﹤0.01%
+12,032
1972
– –
-5,039
1973
– –
-17,672
1974
$0 ﹤0.01%
25,836
1975
$0 ﹤0.01%
+10,831
77 78
79
80 81