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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
$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
1976
– –
-5,764
1977
– –
-9,836
1978
– –
-14,234
1979
– –
-78,377
1980
– –
-22,052
1981
– –
0
1982
– –
-1,042,646
1983
– –
-10,881
1984
– –
-36,966
1985
– –
-4,091
1986
– –
-2,545
1987
– –
-42,409
1988
– –
-194,444
1989
– –
-56,106
1990
– –
-205,250
1991
– –
-12,258
1992
– –
-3,355
1993
– –
-60,351
1994
– –
-44,239
1995
– –
-732,583
1996
– –
-37,077
1997
– –
-271,420
1998
– –
-9,680
1999
– –
-9,586
2000
– –
-216,769
78 79
80
81 82