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
$9.58B
AUM Growth
-$839M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,179
New
Increased
Reduced
Closed

Top Buys

1
+$121M
2
+$98.9M
3
+$89.8M
4
AVGO icon
Broadcom
AVGO
+$88.1M
5
AAPL icon
Apple
AAPL
+$78.7M

Top Sells

1
+$743M
2
+$136M
3
+$130M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$112M
5
XOM icon
Exxon Mobil
XOM
+$70.9M

Sector Composition

1 Technology 12.03%
2 Financials 8.06%
3 Consumer Discretionary 7.34%
4 Industrials 5.96%
5 Energy 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1976
$4K ﹤0.01%
48,170
-1,800
1977
$4K ﹤0.01%
24,782
+1,883
1978
$4K ﹤0.01%
1,528
-3,791
1979
$4K ﹤0.01%
+967
1980
$4K ﹤0.01%
18,742
1981
$4K ﹤0.01%
30,940
1982
$4K ﹤0.01%
+438
1983
$4K ﹤0.01%
+12,448
1984
$4K ﹤0.01%
24,414
+712
1985
$4K ﹤0.01%
25,857
+857
1986
$4K ﹤0.01%
215
-138
1987
$4K ﹤0.01%
25,005
1988
$4K ﹤0.01%
367
+208
1989
$4K ﹤0.01%
25,828
+835
1990
$4K ﹤0.01%
+108
1991
$3K ﹤0.01%
+21
1992
$3K ﹤0.01%
12,100
1993
$3K ﹤0.01%
14,733
-6,387
1994
$3K ﹤0.01%
+376
1995
$3K ﹤0.01%
102,163
+2,739
1996
$3K ﹤0.01%
+804
1997
$3K ﹤0.01%
176
+100
1998
$3K ﹤0.01%
+10,491
1999
$3K ﹤0.01%
17,469
2000
$3K ﹤0.01%
29,494
78 79
80
81 82