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
$18.6B
AUM Growth
+$4.91B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,498
New
Increased
Reduced
Closed

Top Buys

1
+$1.95B
2
+$848M
3
+$243M
4
AZEK
The AZEK Co
AZEK
+$142M
5
TRI icon
Thomson Reuters
TRI
+$139M

Top Sells

1
+$443M
2
+$430M
3
+$320M
4
FLUT icon
Flutter Entertainment
FLUT
+$240M
5
GILD icon
Gilead Sciences
GILD
+$139M

Sector Composition

1 Financials 10.12%
2 Industrials 9.63%
3 Technology 8.48%
4 Healthcare 5.73%
5 Communication Services 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$40K ﹤0.01%
123,316
+97,724
2027
$40K ﹤0.01%
+11,988
2028
$39K ﹤0.01%
+7,096
2029
$38K ﹤0.01%
+27,476
2030
$38K ﹤0.01%
+15,112
2031
$38K ﹤0.01%
+11,671
2032
$37K ﹤0.01%
+58,072
2033
$37K ﹤0.01%
+32,475
2034
$37K ﹤0.01%
+21,552
2035
$36K ﹤0.01%
+31,427
2036
$36K ﹤0.01%
+14,890
2037
$36K ﹤0.01%
+28,889
2038
$35K ﹤0.01%
12,887
+1,410
2039
$35K ﹤0.01%
+48,778
2040
$35K ﹤0.01%
11,126
-14,728
2041
$35K ﹤0.01%
1,933
+1,264
2042
$34K ﹤0.01%
+45,258
2043
$34K ﹤0.01%
43,530
+32,806
2044
$33K ﹤0.01%
+879
2045
$33K ﹤0.01%
+45,064
2046
$33K ﹤0.01%
+32,195
2047
$33K ﹤0.01%
+11,099
2048
$32K ﹤0.01%
15,387
-70,655
2049
$31K ﹤0.01%
25,531
+10,564
2050
$30K ﹤0.01%
36,229
+23,433
80 81
82
83 84