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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
2026
– –
0
2027
– –
-26,920
2028
– –
-24,090
2029
– –
-755
2030
– –
0
2031
– –
-82,500
2032
– –
-15,325
2033
– –
-25,200
2034
– –
-33,293
2035
– –
-7,352
2036
– –
-10,784
2037
– –
-33,026
2038
– –
-7,270
2039
– –
-15,649
2040
– –
-20
2041
– –
-6,063
2042
– –
-19,570
2043
– –
-8,829
2044
– –
-82,125
2045
– –
-21,652
2046
– –
-99,848
2047
– –
-12,507
2048
– –
-4,427
2049
– –
-7,604
2050
– –
-24,104
80 81
82
83 84