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
$18.5B
AUM Growth
+$1.12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,191
New
Increased
Reduced
Closed

Top Buys

1
+$539M
2
+$535M
3
+$528M
4
LLY icon
Eli Lilly
LLY
+$184M
5
META icon
Meta Platforms (Facebook)
META
+$171M

Top Sells

1
+$312M
2
+$285M
3
+$209M
4
SMCI icon
Super Micro Computer
SMCI
+$190M
5
XOM icon
Exxon Mobil
XOM
+$165M

Sector Composition

1 Technology 11.94%
2 Financials 7.04%
3 Healthcare 6.72%
4 Communication Services 6.47%
5 Industrials 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$17K ﹤0.01%
15,942
-2,357
2027
$16K ﹤0.01%
1,295
+553
2028
$16K ﹤0.01%
20,118
-18,452
2029
$16K ﹤0.01%
280
-172
2030
$16K ﹤0.01%
1,956
+725
2031
$16K ﹤0.01%
+21,504
2032
$16K ﹤0.01%
+11,806
2033
$16K ﹤0.01%
+3,380
2034
$15K ﹤0.01%
+12,756
2035
$15K ﹤0.01%
18,064
-12,442
2036
$15K ﹤0.01%
+297
2037
$15K ﹤0.01%
71,334
-35,529
2038
$14K ﹤0.01%
+18,494
2039
$14K ﹤0.01%
+1,202
2040
$14K ﹤0.01%
+245
2041
$14K ﹤0.01%
+17,970
2042
$13K ﹤0.01%
+10,858
2043
$13K ﹤0.01%
+3
2044
$13K ﹤0.01%
14,102
-4,520
2045
$13K ﹤0.01%
3,263
+961
2046
$12K ﹤0.01%
825
-89
2047
$12K ﹤0.01%
+1,382
2048
$11K ﹤0.01%
2,913
-1,958
2049
$11K ﹤0.01%
1,649
+698
2050
$11K ﹤0.01%
+12,337
80 81
82
83 84