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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
$4.59B
AUM Growth
+$1.48B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,780
New
Increased
Reduced
Closed

Top Buys

1
+$188M
2
+$185M
3
+$92M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$80.3M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$59.5M

Top Sells

1
+$97.4M
2
+$76.7M
3
+$60.6M
4
NXPI icon
NXP Semiconductors
NXPI
+$47.9M
5
BEPC icon
Brookfield Renewable
BEPC
+$36.8M

Sector Composition

1 Technology 18.62%
2 Consumer Discretionary 11.85%
3 Financials 7.5%
4 Communication Services 7.09%
5 Healthcare 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2051
– –
-10,215
2052
– –
-17,069
2053
– –
0
2054
– –
-46,316
2055
– –
-10,480
2056
– –
-38,810
2057
– –
-46,007
2058
– –
-719
2059
– –
-29,075
2060
– –
0
2061
– –
-11,279
2062
– –
-4,879
2063
– –
-3,321
2064
– –
-28,926
2065
– –
-43,186
2066
– –
-72,386
2067
– –
-5,422
2068
– –
-62,520
2069
– –
-11,565
2070
– –
-15,629
2071
– –
-6,277
2072
– –
-24,941
2073
– –
-26,271
2074
– –
-14,418
2075
– –
-9,893
81 82
83
84 85