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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
1976
– –
-6,280
1977
– –
-1,004
1978
– –
-17,516
1979
– –
-12,855
1980
– –
-148,144
1981
– –
-377,524
1982
– –
-15,583
1983
– –
-30,901
1984
– –
-30,622
1985
– –
-15,763
1986
– –
-43,385
1987
– –
-1,313
1988
– –
-10,639
1989
– –
-92,467
1990
– –
-18,056
1991
– –
-12,099
1992
– –
-72,299
1993
– –
-1,330
1994
– –
-93,002
1995
– –
-15,131
1996
– –
-23,425
1997
– –
-27,110
1998
– –
-21,236
1999
– –
-13,545
2000
– –
-4,821
78 79
80
81 82