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

Top Buys

1
+$120M
2
+$98.8M
3
+$96.4M
4
AVGO icon
Broadcom
AVGO
+$91.9M
5
AAPL icon
Apple
AAPL
+$84.3M

Top Sells

1
+$773M
2
+$146M
3
+$136M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$119M
5
MMP
Magellan Midstream Partners, L.P.
MMP
+$70.2M

Sector Composition

1 Technology 12.01%
2 Financials 8.08%
3 Consumer Discretionary 7.34%
4 Industrials 5.99%
5 Energy 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$2K ﹤0.01%
46
-58
2027
$2K ﹤0.01%
36,000
-340
2028
$2K ﹤0.01%
25,000
-160
2029
$2K ﹤0.01%
33,566
2030
$2K ﹤0.01%
15,152
-20
2031
$2K ﹤0.01%
25,836
2032
$2K ﹤0.01%
18,552
+358
2033
$2K ﹤0.01%
18,638
-105
2034
$2K ﹤0.01%
38,792
2035
$2K ﹤0.01%
14,129
-300
2036
$2K ﹤0.01%
14,279
2037
$2K ﹤0.01%
54,993
+3,558
2038
$2K ﹤0.01%
19,550
2039
$2K ﹤0.01%
19,029
2040
$2K ﹤0.01%
20,152
+171
2041
$2K ﹤0.01%
+18,234
2042
$2K ﹤0.01%
26,132
-600
2043
$2K ﹤0.01%
24,987
2044
$2K ﹤0.01%
15,767
-3,821
2045
$2K ﹤0.01%
24,990
2046
$1K ﹤0.01%
+11,000
2047
$1K ﹤0.01%
10,310
2048
$1K ﹤0.01%
19,040
-10
2049
$1K ﹤0.01%
36,000
2050
$1K ﹤0.01%
84,783
80 81
82
83 84