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
$16.3B
AUM Growth
-$2.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,266
New
Increased
Reduced
Closed

Top Buys

1
+$437M
2
+$286M
3
+$229M
4
META icon
Meta Platforms (Facebook)
META
+$216M
5
MRVL icon
Marvell Technology
MRVL
+$163M

Top Sells

1
+$879M
2
+$527M
3
+$447M
4
LLY icon
Eli Lilly
LLY
+$156M
5
PCG icon
PG&E
PCG
+$153M

Sector Composition

1 Technology 12.01%
2 Financials 8.05%
3 Communication Services 7.78%
4 Industrials 7%
5 Consumer Discretionary 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$16K ﹤0.01%
2,630
-1,666
2027
$16K ﹤0.01%
+30,943
2028
$16K ﹤0.01%
+140,206
2029
$15K ﹤0.01%
+1,382
2030
$15K ﹤0.01%
+505
2031
$15K ﹤0.01%
2,990
+2,255
2032
$15K ﹤0.01%
+22,450
2033
$15K ﹤0.01%
+36,902
2034
$15K ﹤0.01%
+32
2035
$15K ﹤0.01%
+1,938
2036
$15K ﹤0.01%
+14,692
2037
$14K ﹤0.01%
+11,607
2038
$14K ﹤0.01%
+21,929
2039
$14K ﹤0.01%
342
+31
2040
$13K ﹤0.01%
2,443
-1,270
2041
$13K ﹤0.01%
10,970
-34,453
2042
$13K ﹤0.01%
+1,027
2043
$13K ﹤0.01%
+1,373
2044
$13K ﹤0.01%
82,673
-56,149
2045
$12K ﹤0.01%
+963
2046
$12K ﹤0.01%
+590
2047
$12K ﹤0.01%
+2,793
2048
$11K ﹤0.01%
+16,537
2049
$11K ﹤0.01%
+2
2050
$11K ﹤0.01%
+287
80 81
82
83 84