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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
2101
– –
-29,308
2102
– –
-4,730
2103
– –
-199
2104
– –
-4,198
2105
– –
-248
2106
– –
-68,616
2107
– –
0
2108
– –
-48,965
2109
– –
-89,654
2110
– –
-6,654
2111
– –
-3,833
2112
– –
-12,144
2113
– –
-11,557
2114
– –
-1,689
2115
– –
-11,814
2116
– –
-624
2117
– –
-126,801
2118
– –
-57
2119
– –
-7,703
2120
– –
-4,141
2121
– –
-3
2122
– –
-10,575
2123
– –
-40
2124
– –
-619
2125
– –
-70,170
83 84
85
86 87