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
$18.6B
AUM Growth
+$4.91B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,498
New
Increased
Reduced
Closed

Top Buys

1
+$1.95B
2
+$848M
3
+$243M
4
AZEK
The AZEK Co
AZEK
+$142M
5
TRI icon
Thomson Reuters
TRI
+$139M

Top Sells

1
+$443M
2
+$430M
3
+$320M
4
FLUT icon
Flutter Entertainment
FLUT
+$240M
5
GILD icon
Gilead Sciences
GILD
+$139M

Sector Composition

1 Financials 10.12%
2 Industrials 9.63%
3 Technology 8.48%
4 Healthcare 5.73%
5 Communication Services 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$48K ﹤0.01%
14,117
-354,462
2002
$48K ﹤0.01%
+11,554
2003
$47K ﹤0.01%
+23,954
2004
$47K ﹤0.01%
+11,440
2005
$47K ﹤0.01%
+7,394
2006
$46K ﹤0.01%
+18,916
2007
$46K ﹤0.01%
+42,480
2008
$46K ﹤0.01%
+48,562
2009
$45K ﹤0.01%
10,734
-4,047
2010
$45K ﹤0.01%
+11,169
2011
$45K ﹤0.01%
3,867
+3,196
2012
$44K ﹤0.01%
+14,924
2013
$44K ﹤0.01%
+67,531
2014
$43K ﹤0.01%
+19,988
2015
$43K ﹤0.01%
+39,339
2016
$42K ﹤0.01%
+37,334
2017
$42K ﹤0.01%
+1,022
2018
$42K ﹤0.01%
+9,148
2019
$42K ﹤0.01%
+10,441
2020
$41K ﹤0.01%
+5,458
2021
$41K ﹤0.01%
+21,694
2022
$41K ﹤0.01%
+19,334
2023
$40K ﹤0.01%
+10,525
2024
$40K ﹤0.01%
+19,739
2025
$40K ﹤0.01%
+14,965
79 80
81
82 83