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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
$4.59B
AUM Growth
+$1.48B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,780
New
Increased
Reduced
Closed

Top Buys

1
+$188M
2
+$185M
3
+$92M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$80.3M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$59.5M

Top Sells

1
+$97.4M
2
+$76.7M
3
+$60.6M
4
NXPI icon
NXP Semiconductors
NXPI
+$47.9M
5
BEPC icon
Brookfield Renewable
BEPC
+$36.8M

Sector Composition

1 Technology 18.62%
2 Consumer Discretionary 11.85%
3 Financials 7.5%
4 Communication Services 7.09%
5 Healthcare 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-11,035
2002
– –
-10,035
2003
– –
-6,187
2004
– –
-25,326
2005
– –
-17,609
2006
– –
-16,190
2007
– –
-221,212
2008
– –
-12,200
2009
– –
-2,350
2010
– –
0
2011
– –
-7,944
2012
– –
-110,269
2013
– –
-6,605
2014
– –
-23,127
2015
– –
-8,567
2016
– –
-43,156
2017
– –
-36,816
2018
– –
-7,817
2019
– –
-51,724
2020
– –
-17,377
2021
– –
-38,877
2022
– –
-41,611
2023
– –
-10,808
2024
– –
-16,910
2025
– –
-570,594
79 80
81
82 83