HF
HRT Financial Portfolio holdings
AUM $18.6B
1-Year Return
21.81%
This Quarter Return
+10.67%
1 Year Return
+21.81%
3 Year Return
+84.3%
5 Year Return
+167.18%
10 Year Return
+317.46%
AUM
$8.66B
AUM Growth
+$4.07B
(+89%)
Cap. Flow
+$3.85B
Cap. Flow
% of AUM
44.46%
Top 10 Holdings %
Top 10 Hldgs %
36.62%
Holding
3,229
New
1,486
Increased
464
Reduced
342
Closed
795
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.56B |
| 2 |
iShares Russell 2000 ETF
IWM
|
+$424M |
| 3 |
Exxon Mobil
XOM
|
+$197M |
| 4 |
Palantir
PLTR
|
+$130M |
| 5 |
Walt Disney
DIS
|
+$86.8M |
Top Sells
| 1 |
Microsoft
MSFT
|
+$194M |
| 2 |
Amazon
AMZN
|
+$193M |
| 3 |
Apple
AAPL
|
+$177M |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$109M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$85.4M |
Sector Composition
| 1 | Technology | 9.32% |
| 2 | Financials | 8.5% |
| 3 | Consumer Discretionary | 8.03% |
| 4 | Communication Services | 5.34% |
| 5 | Healthcare | 4.5% |
