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HF

HRT Financial Portfolio holdings

AUM $26B
1-Year Est. Return 58.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+58.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$21.9B
AUM Growth
+$3.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,531
New
Increased
Reduced
Closed

Top Buys

1
+$599M
2
+$586M
3
+$285M
4
APH icon
Amphenol
APH
+$191M
5
JNJ icon
Johnson & Johnson
JNJ
+$142M

Top Sells

1
+$727M
2
+$441M
3
+$307M
4
TRI icon
Thomson Reuters
TRI
+$279M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$262M

Sector Composition

1 Technology 18.26%
2 Financials 8.71%
3 Healthcare 6.48%
4 Industrials 5.93%
5 Consumer Discretionary 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$173K ﹤0.01%
+19,600
2027
$173K ﹤0.01%
+68,339
2028
$171K ﹤0.01%
45,311
+16,703
2029
$170K ﹤0.01%
+46,130
2030
$168K ﹤0.01%
+15,909
2031
$168K ﹤0.01%
+53,570
2032
$167K ﹤0.01%
+12,926
2033
$166K ﹤0.01%
+10,254
2034
$166K ﹤0.01%
11,813
+1,406
2035
$166K ﹤0.01%
+21,170
2036
$166K ﹤0.01%
+12,914
2037
$166K ﹤0.01%
+11,733
2038
$165K ﹤0.01%
17,603
+7,032
2039
$164K ﹤0.01%
+132,531
2040
$163K ﹤0.01%
+35,198
2041
$163K ﹤0.01%
+16,211
2042
$161K ﹤0.01%
+13,659
2043
$161K ﹤0.01%
+15,926
2044
$159K ﹤0.01%
+16,291
2045
$158K ﹤0.01%
+10,521
2046
$154K ﹤0.01%
+17,762
2047
$153K ﹤0.01%
+33,764
2048
$153K ﹤0.01%
27,557
-107,841
2049
$153K ﹤0.01%
+10,470
2050
$152K ﹤0.01%
+16,463
80 81
82
83 84