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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
2126
– –
-19,620
2127
– –
-19,016
2128
– –
-10,060
2129
– –
-4,095
2130
– –
-15,146
2131
– –
-12,136
2132
– –
-45,089
2133
– –
-24,101
2134
– –
-553
2135
– –
-22,043
2136
– –
-25,702
2137
– –
-11,619
2138
– –
-10,827
2139
– –
-14,496
2140
– –
-34
2141
– –
-24,886
2142
– –
0
2143
– –
-69,455
2144
– –
-1
2145
– –
-13,502
2146
– –
-10,116
2147
– –
-2,542
2148
– –
-14
2149
– –
-22,853
2150
– –
-22,368
84 85
86
87 88