HF

HRT Financial Portfolio holdings

AUM $24.3B
1-Year Est. Return 40.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+40.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.4B
AUM Growth
+$2.46B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,470
New
Increased
Reduced
Closed

Top Buys

1
+$2.08B
2
+$123M
3
+$121M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$106M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$105M

Top Sells

1
+$136M
2
+$111M
3
+$106M
4
PANW icon
Palo Alto Networks
PANW
+$105M
5
LMT icon
Lockheed Martin
LMT
+$104M

Sector Composition

1 Technology 8.74%
2 Consumer Discretionary 7.44%
3 Industrials 7.16%
4 Financials 6.52%
5 Healthcare 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
0
2002
$7K ﹤0.01%
+122
2003
$7K ﹤0.01%
18,737
2004
$7K ﹤0.01%
353
-2,637
2005
$7K ﹤0.01%
+43
2006
$7K ﹤0.01%
19,671
+100
2007
$7K ﹤0.01%
+11,721
2008
$7K ﹤0.01%
+469
2009
$7K ﹤0.01%
49,608
-7
2010
$7K ﹤0.01%
+39,184
2011
$7K ﹤0.01%
24,991
2012
$7K ﹤0.01%
+16,666
2013
$7K ﹤0.01%
+1,089
2014
$7K ﹤0.01%
+4,488
2015
$6K ﹤0.01%
36,000
-291
2016
$6K ﹤0.01%
99,424
-691
2017
$6K ﹤0.01%
+1,366
2018
$6K ﹤0.01%
41,655
2019
$6K ﹤0.01%
23,963
-1,029
2020
$6K ﹤0.01%
28,447
2021
$6K ﹤0.01%
+1,121
2022
$6K ﹤0.01%
+5
2023
$6K ﹤0.01%
905
-36
2024
$6K ﹤0.01%
+6
2025
$6K ﹤0.01%
145,758
79 80
81
82 83