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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
2076
– –
0
2077
– –
-246
2078
– –
-7,622
2079
– –
-5,676
2080
– –
-22,272
2081
– –
-20,926
2082
– –
-17,872
2083
– –
-2,549
2084
– –
-57,328
2085
– –
-10,838
2086
– –
-25,892
2087
– –
0
2088
– –
-34,511
2089
– –
-61,278
2090
– –
-2,351
2091
– –
-29,452
2092
– –
-100,337
2093
– –
-50,048
2094
– –
-31,331
2095
– –
0
2096
– –
-10,558
2097
– –
-10,781
2098
– –
-55,603
2099
– –
-887
2100
– –
-1,742
82 83
84
85 86