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
$8.66B
AUM Growth
+$4.07B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,229
New
Increased
Reduced
Closed

Top Buys

1
+$1.56B
2
+$424M
3
+$197M
4
PLTR icon
Palantir
PLTR
+$130M
5
DIS icon
Walt Disney
DIS
+$86.8M

Top Sells

1
+$194M
2
+$193M
3
+$177M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$109M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$85.4M

Sector Composition

1 Technology 9.3%
2 Financials 8.5%
3 Consumer Discretionary 8.03%
4 Communication Services 5.34%
5 Healthcare 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$239K ﹤0.01%
+1,437
2002
$238K ﹤0.01%
+17,584
2003
$237K ﹤0.01%
+6,004
2004
$236K ﹤0.01%
+5,342
2005
$236K ﹤0.01%
15,060
-18,527
2006
$236K ﹤0.01%
1,807
+558
2007
$236K ﹤0.01%
+1,107
2008
$236K ﹤0.01%
4,169
-771
2009
$235K ﹤0.01%
+2,368
2010
$234K ﹤0.01%
+4,967
2011
$234K ﹤0.01%
3,962
-25,488
2012
$234K ﹤0.01%
4,985
-13,097
2013
$234K ﹤0.01%
+478
2014
$234K ﹤0.01%
+7,870
2015
$234K ﹤0.01%
+22,053
2016
$233K ﹤0.01%
6,983
-1,123
2017
$233K ﹤0.01%
23,600
2018
$232K ﹤0.01%
+53,645
2019
$232K ﹤0.01%
22,036
+352
2020
$231K ﹤0.01%
+19,828
2021
$231K ﹤0.01%
+18,733
2022
$231K ﹤0.01%
+23,169
2023
$230K ﹤0.01%
+5,194
2024
$229K ﹤0.01%
+2,730
2025
$229K ﹤0.01%
+27,949
79 80
81
82 83