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
1951
$80K ﹤0.01%
+67,719
1952
$80K ﹤0.01%
+409
1953
$79K ﹤0.01%
+34,745
1954
$78K ﹤0.01%
42,879
-34,580
1955
$77K ﹤0.01%
+10,149
1956
$76K ﹤0.01%
+14,678
1957
$75K ﹤0.01%
+10,117
1958
$75K ﹤0.01%
+72,157
1959
$75K ﹤0.01%
10,968
-37,738
1960
$75K ﹤0.01%
+70,366
1961
$75K ﹤0.01%
+13,657
1962
$75K ﹤0.01%
+114,635
1963
$74K ﹤0.01%
+2,381
1964
$73K ﹤0.01%
+47,262
1965
$73K ﹤0.01%
+11,790
1966
$73K ﹤0.01%
+10,409
1967
$73K ﹤0.01%
33,116
-120,559
1968
$72K ﹤0.01%
18,158
+4,161
1969
$72K ﹤0.01%
+104,185
1970
$72K ﹤0.01%
+36,928
1971
$71K ﹤0.01%
+22,191
1972
$69K ﹤0.01%
+18,543
1973
$68K ﹤0.01%
+2,172
1974
$68K ﹤0.01%
+11,402
1975
$66K ﹤0.01%
+14,093
77 78
79
80 81