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
$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 18.58%
2 Consumer Discretionary 11.85%
3 Financials 7.5%
4 Communication Services 7.09%
5 Healthcare 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-27,165
2027
– –
-5,237
2028
– –
-12,111
2029
– –
-6,070
2030
– –
-2,522
2031
– –
-18,119
2032
– –
-5,963
2033
– –
-23,882
2034
– –
-34,701
2035
– –
-1,167
2036
– –
-21,310
2037
– –
0
2038
– –
-6,149
2039
– –
-1,170
2040
– –
-18,231
2041
– –
-30,876
2042
– –
-50
2043
– –
-15,276
2044
– –
0
2045
– –
-14,729
2046
– –
-10,033
2047
– –
-39,249
2048
– –
-14,134
2049
– –
-22,512
2050
– –
-14,104
80 81
82
83 84