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
$9.58B
AUM Growth
-$839M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,179
New
Increased
Reduced
Closed

Top Buys

1
+$121M
2
+$98.9M
3
+$89.8M
4
AVGO icon
Broadcom
AVGO
+$88.1M
5
AAPL icon
Apple
AAPL
+$78.7M

Top Sells

1
+$743M
2
+$136M
3
+$130M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$112M
5
XOM icon
Exxon Mobil
XOM
+$70.9M

Sector Composition

1 Technology 12.03%
2 Financials 8.06%
3 Consumer Discretionary 7.34%
4 Industrials 5.96%
5 Energy 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2076
$1K ﹤0.01%
48,357
-350
2077
$1K ﹤0.01%
24,472
-4,963
2078
$1K ﹤0.01%
75,104
2079
$1K ﹤0.01%
14,984
-233
2080
$1K ﹤0.01%
54,526
-100
2081
$1K ﹤0.01%
39,766
-3,251
2082
$1K ﹤0.01%
21,240
2083
$1K ﹤0.01%
38,855
-15
2084
$1K ﹤0.01%
49,990
2085
$1K ﹤0.01%
21,087
+4
2086
$1K ﹤0.01%
33,329
+55
2087
$1K ﹤0.01%
14,999
2088
$1K ﹤0.01%
25,000
2089
$1K ﹤0.01%
148,985
+100
2090
$1K ﹤0.01%
555
-752
2091
– –
-13,334
2092
– –
-1,513
2093
– –
-10,212
2094
– –
-33,633
2095
– –
-25,000
2096
– –
-60,594
2097
– –
-52,582
2098
– –
-143,000
2099
– –
-2,260
2100
– –
-174,189
82 83
84
85 86