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
$18.5B
AUM Growth
+$1.12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,191
New
Increased
Reduced
Closed

Top Buys

1
+$539M
2
+$535M
3
+$528M
4
LLY icon
Eli Lilly
LLY
+$184M
5
META icon
Meta Platforms (Facebook)
META
+$171M

Top Sells

1
+$312M
2
+$285M
3
+$209M
4
SMCI icon
Super Micro Computer
SMCI
+$190M
5
XOM icon
Exxon Mobil
XOM
+$165M

Sector Composition

1 Technology 11.94%
2 Financials 7.04%
3 Healthcare 6.72%
4 Communication Services 6.47%
5 Industrials 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1976
$32K ﹤0.01%
12,195
+5,108
1977
$32K ﹤0.01%
+138,822
1978
$31K ﹤0.01%
+27,524
1979
$31K ﹤0.01%
+76
1980
$31K ﹤0.01%
+26,840
1981
$31K ﹤0.01%
+10,257
1982
$30K ﹤0.01%
+14,973
1983
$29K ﹤0.01%
21,497
-511
1984
$29K ﹤0.01%
+26,273
1985
$29K ﹤0.01%
83
+5
1986
$29K ﹤0.01%
4,238
-3,778
1987
$29K ﹤0.01%
28,250
-1,681
1988
$29K ﹤0.01%
40,917
-861
1989
$28K ﹤0.01%
+2,631
1990
$28K ﹤0.01%
+36,913
1991
$27K ﹤0.01%
+14,795
1992
$27K ﹤0.01%
+26,646
1993
$27K ﹤0.01%
+36,799
1994
$26K ﹤0.01%
+93,576
1995
$25K ﹤0.01%
78,401
-27,716
1996
$25K ﹤0.01%
1,162
-504
1997
$25K ﹤0.01%
56,203
-8,422
1998
$25K ﹤0.01%
+11,879
1999
$25K ﹤0.01%
2,298
-1,208
2000
$25K ﹤0.01%
+1,571
78 79
80
81 82