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
$9.58B
AUM Growth
-$839M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,179
New
Increased
Reduced
Closed

Top Buys

1
+$121M
2
+$98.9M
3
+$89.8M
4
AVGO icon
Broadcom
AVGO
+$88.1M
5
AAPL icon
Apple
AAPL
+$78.7M

Top Sells

1
+$743M
2
+$136M
3
+$130M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$112M
5
XOM icon
Exxon Mobil
XOM
+$70.9M

Sector Composition

1 Technology 12.03%
2 Financials 8.06%
3 Consumer Discretionary 7.34%
4 Industrials 5.96%
5 Energy 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$3K ﹤0.01%
+277
2002
$3K ﹤0.01%
18,737
2003
$3K ﹤0.01%
17,574
-629
2004
$3K ﹤0.01%
21,137
2005
$3K ﹤0.01%
19,150
+400
2006
$3K ﹤0.01%
+437
2007
$3K ﹤0.01%
45,655
-1,169
2008
$3K ﹤0.01%
+314
2009
$3K ﹤0.01%
26,184
2010
$3K ﹤0.01%
21,367
+1,376
2011
$3K ﹤0.01%
634
-894
2012
$3K ﹤0.01%
11,094
-16,438
2013
$2K ﹤0.01%
24,990
2014
$2K ﹤0.01%
51,868
2015
$2K ﹤0.01%
38,372
-3,016
2016
$2K ﹤0.01%
+423
2017
$2K ﹤0.01%
1,266
-119
2018
$2K ﹤0.01%
+294
2019
$2K ﹤0.01%
33,284
-13
2020
$2K ﹤0.01%
41,462
-193
2021
$2K ﹤0.01%
35,547
2022
$2K ﹤0.01%
695
-868
2023
$2K ﹤0.01%
36,000
-340
2024
$2K ﹤0.01%
25,000
-160
2025
$2K ﹤0.01%
33,566
79 80
81
82 83