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
$9.58B
AUM Growth
-$839M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,179
New
Increased
Reduced
Closed

Top Buys

1
+$121M
2
+$98.9M
3
+$89.8M
4
AVGO icon
Broadcom
AVGO
+$88.1M
5
AAPL icon
Apple
AAPL
+$78.7M

Top Sells

1
+$743M
2
+$136M
3
+$130M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$112M
5
XOM icon
Exxon Mobil
XOM
+$70.9M

Sector Composition

1 Technology 12.03%
2 Financials 8.06%
3 Consumer Discretionary 7.34%
4 Industrials 5.96%
5 Energy 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$2K ﹤0.01%
15,152
-20
2027
$2K ﹤0.01%
25,836
2028
$2K ﹤0.01%
18,552
+358
2029
$2K ﹤0.01%
18,638
-105
2030
$2K ﹤0.01%
38,792
2031
$2K ﹤0.01%
14,129
-300
2032
$2K ﹤0.01%
14,279
2033
$2K ﹤0.01%
54,993
+3,558
2034
$2K ﹤0.01%
19,550
2035
$2K ﹤0.01%
19,029
2036
$2K ﹤0.01%
20,152
+171
2037
$2K ﹤0.01%
+18,234
2038
$2K ﹤0.01%
26,132
-600
2039
$2K ﹤0.01%
24,987
2040
$2K ﹤0.01%
15,767
-3,821
2041
$2K ﹤0.01%
19,760
+1,166
2042
$2K ﹤0.01%
109,333
+268
2043
$2K ﹤0.01%
+31,688
2044
$2K ﹤0.01%
+12,873
2045
$2K ﹤0.01%
+11,651
2046
$1K ﹤0.01%
14,733
2047
$1K ﹤0.01%
44,001
2048
$1K ﹤0.01%
46,548
2049
$1K ﹤0.01%
+11,000
2050
$1K ﹤0.01%
24,670
+700
80 81
82
83 84