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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
2151
– –
-9,410
2152
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-37,691
2153
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0
2154
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-26,427
2155
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-525
2156
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0
2157
– –
-58,289
2158
– –
-9,247
2159
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-58,288
2160
– –
-14,283
2161
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-1,221
2162
– –
-2,261,562
2163
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-13,938
2164
– –
-49,028
2165
– –
-64,420
2166
– –
-7,810
2167
– –
-47,648
2168
– –
-29,958
2169
– –
-2,516
2170
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-14,893
2171
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2172
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-7,307
2173
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2174
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-4,012
2175
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-28,145
85 86
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