HF

HRT Financial Portfolio holdings

AUM $21.9B
1-Year Est. Return 36.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.05B
AUM Growth
+$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,749
New
Increased
Reduced
Closed

Top Buys

1
+$214M
2
+$136M
3
+$117M
4
TEAM icon
Atlassian
TEAM
+$115M
5
SNPS icon
Synopsys
SNPS
+$107M

Top Sells

1
+$203M
2
+$157M
3
+$145M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$130M
5
VLO icon
Valero Energy
VLO
+$129M

Sector Composition

1 Technology 15.43%
2 Financials 9.84%
3 Energy 5.49%
4 Consumer Discretionary 5.28%
5 Healthcare 5.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$206K ﹤0.01%
+10,456
2027
$206K ﹤0.01%
+6,145
2028
$206K ﹤0.01%
+6,310
2029
$206K ﹤0.01%
+12,952
2030
$205K ﹤0.01%
+281,799
2031
$204K ﹤0.01%
+7,751
2032
$204K ﹤0.01%
+33,186
2033
$203K ﹤0.01%
20,589
2034
$203K ﹤0.01%
87,990
-113,173
2035
$202K ﹤0.01%
38,009
-21,760
2036
$202K ﹤0.01%
+13,234
2037
$201K ﹤0.01%
+1,983
2038
$201K ﹤0.01%
18,668
-109
2039
$201K ﹤0.01%
20,422
2040
$200K ﹤0.01%
3,515
-2,379
2041
$200K ﹤0.01%
19,899
+249
2042
$200K ﹤0.01%
+22,902
2043
$200K ﹤0.01%
19,939
2044
$199K ﹤0.01%
19,993
+142
2045
$197K ﹤0.01%
95,642
-1,153
2046
$196K ﹤0.01%
+10,149
2047
$196K ﹤0.01%
+22,172
2048
$195K ﹤0.01%
7,485
-24,005
2049
$195K ﹤0.01%
19,790
-354
2050
$194K ﹤0.01%
11,091
-23,868
80 81
82
83 84