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
$7.96B
AUM Growth
+$1.12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,444
New
Increased
Reduced
Closed

Top Buys

1
+$314M
2
+$173M
3
+$144M
4
LIN icon
Linde
LIN
+$115M
5
LLY icon
Eli Lilly
LLY
+$110M

Top Sells

1
+$206M
2
+$116M
3
+$112M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$76.2M
5
CSCO icon
Cisco
CSCO
+$71.3M

Sector Composition

1 Technology 12.19%
2 Industrials 10.7%
3 Healthcare 9.46%
4 Financials 9.23%
5 Consumer Discretionary 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$16K ﹤0.01%
11,024
-1,840
2027
$15K ﹤0.01%
+739
2028
$15K ﹤0.01%
+1,042
2029
$15K ﹤0.01%
3,747
-1,900
2030
$15K ﹤0.01%
+3,006
2031
$15K ﹤0.01%
38,540
2032
$15K ﹤0.01%
24,671
2033
$14K ﹤0.01%
+11,671
2034
$14K ﹤0.01%
110,476
2035
$14K ﹤0.01%
29,574
-11,240
2036
$14K ﹤0.01%
100,115
2037
$14K ﹤0.01%
24,195
-10,949
2038
$14K ﹤0.01%
2,848
-1,797
2039
$14K ﹤0.01%
24,970
2040
$14K ﹤0.01%
+11,834
2041
$14K ﹤0.01%
148,885
2042
$14K ﹤0.01%
30,816
2043
$14K ﹤0.01%
66,543
+13,494
2044
$13K ﹤0.01%
+534
2045
$13K ﹤0.01%
12,917
2046
$13K ﹤0.01%
52,232
-18,272
2047
$13K ﹤0.01%
+787
2048
$13K ﹤0.01%
94,171
2049
$13K ﹤0.01%
4,579
+1,922
2050
$13K ﹤0.01%
137,912
80 81
82
83 84