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
$13.2B
AUM Growth
-$3.63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,939
New
Increased
Reduced
Closed

Top Buys

1
+$256M
2
+$162M
3
+$128M
4
TEAM icon
Atlassian
TEAM
+$111M
5
RBLX icon
Roblox
RBLX
+$98.6M

Top Sells

1
+$2.59B
2
+$418M
3
+$149M
4
BAC icon
Bank of America
BAC
+$149M
5
KKR icon
KKR & Co
KKR
+$104M

Sector Composition

1 Technology 12.4%
2 Financials 8.45%
3 Consumer Discretionary 4.64%
4 Communication Services 3.64%
5 Healthcare 3.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$294K ﹤0.01%
29,821
+1
2027
$293K ﹤0.01%
+29,564
2028
$293K ﹤0.01%
29,618
2029
$291K ﹤0.01%
+9,263
2030
$291K ﹤0.01%
+5,663
2031
$291K ﹤0.01%
29,020
+3,908
2032
$290K ﹤0.01%
2,938
-196
2033
$289K ﹤0.01%
+8,517
2034
$289K ﹤0.01%
28,812
+4,991
2035
$288K ﹤0.01%
+8,471
2036
$288K ﹤0.01%
21,271
+2,886
2037
$288K ﹤0.01%
29,339
+17,993
2038
$288K ﹤0.01%
63,931
-37,096
2039
$287K ﹤0.01%
27,737
-78
2040
$286K ﹤0.01%
+5,052
2041
$285K ﹤0.01%
+6,044
2042
$285K ﹤0.01%
+66,063
2043
$285K ﹤0.01%
10,995
+731
2044
$285K ﹤0.01%
29,233
+12,957
2045
$284K ﹤0.01%
+3,846
2046
$284K ﹤0.01%
1,205
-52,984
2047
$284K ﹤0.01%
29,129
+1,156
2048
$282K ﹤0.01%
13,014
-74,655
2049
$282K ﹤0.01%
+12,848
2050
$282K ﹤0.01%
27,830
80 81
82
83 84