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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
2176
– –
-5,675
2177
– –
-16,918
2178
– –
-32,958
2179
– –
-41,304
2180
– –
-6,531
2181
– –
-13,973
2182
– –
-11,805
2183
– –
-8,128
2184
– –
-19,513
2185
– –
-61,986
2186
– –
-73,621
2187
– –
-15,584
2188
– –
-8,144
2189
– –
-42,003
2190
– –
-11,985
2191
– –
-995
2192
– –
-21,318
2193
– –
-79,821
2194
– –
-935
2195
– –
-10,149
2196
– –
-39,894
2197
– –
-3,844
2198
– –
-39,984
2199
– –
-17,289
2200
– –
-21,681
86 87
88
89 90