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
$13.7B
AUM Growth
-$2.59B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,376
New
Increased
Reduced
Closed

Top Buys

1
+$305M
2
+$187M
3
+$153M
4
GILD icon
Gilead Sciences
GILD
+$147M
5
PFE icon
Pfizer
PFE
+$139M

Top Sells

1
+$900M
2
+$860M
3
+$318M
4
CVX icon
Chevron
CVX
+$226M
5
GEV icon
GE Vernova
GEV
+$151M

Sector Composition

1 Technology 12.46%
2 Consumer Discretionary 9.96%
3 Financials 9.58%
4 Healthcare 7.37%
5 Industrials 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$38K ﹤0.01%
+11,167
2027
$38K ﹤0.01%
+18,387
2028
$38K ﹤0.01%
+17,457
2029
$37K ﹤0.01%
+66,242
2030
$36K ﹤0.01%
57,156
-18,630
2031
$36K ﹤0.01%
+2,134
2032
$36K ﹤0.01%
+12,187
2033
$36K ﹤0.01%
+35,138
2034
$35K ﹤0.01%
+15,713
2035
$33K ﹤0.01%
+15,467
2036
$32K ﹤0.01%
+26,396
2037
$31K ﹤0.01%
+10,149
2038
$31K ﹤0.01%
+19,817
2039
$30K ﹤0.01%
+23,162
2040
$30K ﹤0.01%
+3,502
2041
$29K ﹤0.01%
+1,993
2042
$28K ﹤0.01%
20,727
-90,040
2043
$28K ﹤0.01%
+13,212
2044
$28K ﹤0.01%
17,138
-36,772
2045
$28K ﹤0.01%
+13,053
2046
$27K ﹤0.01%
+464
2047
$27K ﹤0.01%
+3,960
2048
$27K ﹤0.01%
+48,583
2049
$26K ﹤0.01%
+17,286
2050
$26K ﹤0.01%
+24,185
80 81
82
83 84