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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
$18.5B
AUM Growth
+$1.12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,191
New
Increased
Reduced
Closed

Top Buys

1
+$535M
2
+$516M
3
+$513M
4
LLY icon
Eli Lilly
LLY
+$187M
5
META icon
Meta Platforms (Facebook)
META
+$154M

Top Sells

1
+$331M
2
+$276M
3
+$197M
4
XOM icon
Exxon Mobil
XOM
+$162M
5
V icon
Visa
V
+$161M

Sector Composition

1 Technology 11.95%
2 Financials 7.04%
3 Healthcare 6.72%
4 Communication Services 6.47%
5 Industrials 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2126
$2K ﹤0.01%
10,676
-27,258
2127
$2K ﹤0.01%
+12,205
2128
$2K ﹤0.01%
46,124
+955
2129
$2K ﹤0.01%
38,567
-3,006
2130
$2K ﹤0.01%
+8
2131
$2K ﹤0.01%
20,261
-3,441
2132
$2K ﹤0.01%
12,976
-18,090
2133
$2K ﹤0.01%
27,128
-22,871
2134
$2K ﹤0.01%
+878
2135
$2K ﹤0.01%
396
+208
2136
$2K ﹤0.01%
83,691
-72,858
2137
$1K ﹤0.01%
24,754
-25,214
2138
$1K ﹤0.01%
40,338
-33,942
2139
– –
0
2140
$1K ﹤0.01%
28,513
-13,142
2141
$1K ﹤0.01%
16
-69
2142
$1K ﹤0.01%
+13,641
2143
$1K ﹤0.01%
50,765
-19,351
2144
$1K ﹤0.01%
22,745
-46,253
2145
$1K ﹤0.01%
13,803
-4,400
2146
$1K ﹤0.01%
+13,865
2147
– –
-738,896
2148
– –
-1,889
2149
– –
-25,073
2150
– –
-10,870
84 85
86
87 88