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
2051
$26K ﹤0.01%
39,621
+22,550
2052
$25K ﹤0.01%
+10,438
2053
$25K ﹤0.01%
+29,085
2054
$25K ﹤0.01%
+11,843
2055
$25K ﹤0.01%
+41
2056
$24K ﹤0.01%
+11,477
2057
$24K ﹤0.01%
47,228
+18,158
2058
$24K ﹤0.01%
16,308
-43,332
2059
$24K ﹤0.01%
+8,858
2060
$24K ﹤0.01%
13,930
-22,370
2061
$24K ﹤0.01%
+16,072
2062
$24K ﹤0.01%
+2,645
2063
$24K ﹤0.01%
+6,217
2064
$23K ﹤0.01%
+32,106
2065
$23K ﹤0.01%
+10,547
2066
$23K ﹤0.01%
+45,420
2067
$21K ﹤0.01%
+16,195
2068
$20K ﹤0.01%
+1,667
2069
$20K ﹤0.01%
+13,034
2070
$20K ﹤0.01%
+1,826
2071
$20K ﹤0.01%
+10,621
2072
$20K ﹤0.01%
+726
2073
$20K ﹤0.01%
+15,810
2074
$19K ﹤0.01%
+10,028
2075
$19K ﹤0.01%
+1,717
81 82
83
84 85