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
$16.1B
AUM Growth
+$2.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,193
New
Increased
Reduced
Closed

Top Buys

1
+$1.28B
2
+$729M
3
+$192M
4
GM icon
General Motors
GM
+$127M
5
WDAY icon
Workday
WDAY
+$117M

Top Sells

1
+$299M
2
+$146M
3
+$105M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$98.5M
5
ALGN icon
Align Technology
ALGN
+$95.8M

Sector Composition

1 Technology 7.62%
2 Consumer Discretionary 6.25%
3 Financials 5.77%
4 Industrials 5.7%
5 Healthcare 4.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$2K ﹤0.01%
19,050
2027
$2K ﹤0.01%
34,551
+1,337
2028
$2K ﹤0.01%
+3
2029
$2K ﹤0.01%
100,115
2030
$2K ﹤0.01%
25,000
2031
$2K ﹤0.01%
+14,745
2032
$2K ﹤0.01%
+22
2033
$2K ﹤0.01%
24,992
2034
$2K ﹤0.01%
371
-159
2035
$2K ﹤0.01%
33,952
-1,595
2036
$2K ﹤0.01%
610
-262
2037
$2K ﹤0.01%
10,598
-500
2038
$2K ﹤0.01%
+566
2039
$2K ﹤0.01%
18,203
2040
$2K ﹤0.01%
+48,841
2041
$2K ﹤0.01%
50,315
+11,523
2042
$2K ﹤0.01%
32,084
-150
2043
$2K ﹤0.01%
24,967
+1
2044
$2K ﹤0.01%
15,782
+907
2045
$2K ﹤0.01%
10,726
-307
2046
$2K ﹤0.01%
49,970
-100
2047
$2K ﹤0.01%
13,038
-104,888
2048
$2K ﹤0.01%
521
+136
2049
$1K ﹤0.01%
50,736
+3,835
2050
$1K ﹤0.01%
11,045
-13,680
80 81
82
83 84