We are live on ! Find out more
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
$6.83B
AUM Growth
-$2.21B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,643
New
Increased
Reduced
Closed

Top Buys

1
+$226M
2
+$132M
3
+$88.8M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$72.7M
5
CSCO icon
Cisco
CSCO
+$57.5M

Top Sells

1
+$628M
2
+$214M
3
+$167M
4
CVX icon
Chevron
CVX
+$165M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$160M

Sector Composition

1 Technology 18.59%
2 Financials 10.83%
3 Healthcare 10.11%
4 Consumer Discretionary 8.81%
5 Industrials 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2076
$5K ﹤0.01%
+807
2077
$5K ﹤0.01%
+51,868
2078
$5K ﹤0.01%
601
+531
2079
$5K ﹤0.01%
36,000
2080
$5K ﹤0.01%
+14,224
2081
$5K ﹤0.01%
10,000
2082
$5K ﹤0.01%
+356
2083
$5K ﹤0.01%
+33,661
2084
$5K ﹤0.01%
111,229
-17,259
2085
$5K ﹤0.01%
+155
2086
$5K ﹤0.01%
+16,601
2087
$5K ﹤0.01%
+37,500
2088
$5K ﹤0.01%
+2,487
2089
$5K ﹤0.01%
+109,333
2090
$5K ﹤0.01%
+25,862
2091
$5K ﹤0.01%
+1,864
2092
$5K ﹤0.01%
25,545
+567
2093
$4K ﹤0.01%
+766
2094
$4K ﹤0.01%
+18,203
2095
$4K ﹤0.01%
26,515
2096
$4K ﹤0.01%
+38,540
2097
$4K ﹤0.01%
15,000
2098
$4K ﹤0.01%
104,735
2099
$4K ﹤0.01%
66,828
2100
$4K ﹤0.01%
10,310
82 83
84
85 86