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
$16.3B
AUM Growth
-$2.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,266
New
Increased
Reduced
Closed

Top Buys

1
+$437M
2
+$286M
3
+$229M
4
META icon
Meta Platforms (Facebook)
META
+$216M
5
MRVL icon
Marvell Technology
MRVL
+$163M

Top Sells

1
+$879M
2
+$527M
3
+$447M
4
LLY icon
Eli Lilly
LLY
+$156M
5
PCG icon
PG&E
PCG
+$153M

Sector Composition

1 Technology 12.01%
2 Financials 8.05%
3 Communication Services 7.78%
4 Industrials 7%
5 Consumer Discretionary 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1976
$23K ﹤0.01%
792
+126
1977
$22K ﹤0.01%
+19,346
1978
$22K ﹤0.01%
+39,493
1979
$22K ﹤0.01%
+12,729
1980
$22K ﹤0.01%
+11,309
1981
$22K ﹤0.01%
+1,343
1982
$22K ﹤0.01%
+1,240
1983
$21K ﹤0.01%
253
-242
1984
$21K ﹤0.01%
+6,723
1985
$21K ﹤0.01%
+1,855
1986
$21K ﹤0.01%
+17,071
1987
$21K ﹤0.01%
+3,365
1988
$20K ﹤0.01%
+135
1989
$20K ﹤0.01%
+12,060
1990
$20K ﹤0.01%
+11,681
1991
$20K ﹤0.01%
+16,234
1992
$20K ﹤0.01%
+16,556
1993
$20K ﹤0.01%
+87,535
1994
$19K ﹤0.01%
10,346
-39,017
1995
$19K ﹤0.01%
2,299
+442
1996
$19K ﹤0.01%
+16,878
1997
$19K ﹤0.01%
+14,556
1998
$19K ﹤0.01%
+1,350
1999
$19K ﹤0.01%
+12,734
2000
$19K ﹤0.01%
+3,450
78 79
80
81 82