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
$13.2B
AUM Growth
-$3.63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,939
New
Increased
Reduced
Closed

Top Buys

1
+$256M
2
+$162M
3
+$128M
4
TEAM icon
Atlassian
TEAM
+$111M
5
RBLX icon
Roblox
RBLX
+$98.6M

Top Sells

1
+$2.59B
2
+$418M
3
+$149M
4
BAC icon
Bank of America
BAC
+$149M
5
KKR icon
KKR & Co
KKR
+$104M

Sector Composition

1 Technology 12.4%
2 Financials 8.45%
3 Consumer Discretionary 4.64%
4 Communication Services 3.64%
5 Healthcare 3.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1976
$319K ﹤0.01%
32,502
1977
$319K ﹤0.01%
32,822
+73
1978
$317K ﹤0.01%
32,365
+909
1979
$316K ﹤0.01%
+1,938
1980
$316K ﹤0.01%
31,875
1981
$316K ﹤0.01%
32,356
+100
1982
$315K ﹤0.01%
19,730
-173,233
1983
$315K ﹤0.01%
32,238
+1
1984
$314K ﹤0.01%
+49,901
1985
$314K ﹤0.01%
+175,947
1986
$313K ﹤0.01%
+18,324
1987
$311K ﹤0.01%
3,963
-7,323
1988
$310K ﹤0.01%
+5,362
1989
$310K ﹤0.01%
+16,115
1990
$309K ﹤0.01%
2,026
-70,202
1991
$309K ﹤0.01%
31,758
+7,398
1992
$308K ﹤0.01%
+4,301
1993
$308K ﹤0.01%
+12,067
1994
$308K ﹤0.01%
31,672
+10,948
1995
$308K ﹤0.01%
45,464
-36,367
1996
$308K ﹤0.01%
9,532
-10,632
1997
$308K ﹤0.01%
30,545
+36
1998
$307K ﹤0.01%
+21,277
1999
$307K ﹤0.01%
+33,414
2000
$307K ﹤0.01%
31,517
+100
78 79
80
81 82