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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
$16.3B
AUM Growth
-$2.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,266
New
Increased
Reduced
Closed

Top Buys

1
+$349M
2
+$242M
3
+$223M
4
META icon
Meta Platforms (Facebook)
META
+$217M
5
GEV icon
GE Vernova
GEV
+$146M

Top Sells

1
+$883M
2
+$533M
3
+$459M
4
LLY icon
Eli Lilly
LLY
+$167M
5
PCG icon
PG&E
PCG
+$153M

Sector Composition

1 Technology 11.95%
2 Financials 8.11%
3 Communication Services 7.77%
4 Industrials 7%
5 Consumer Discretionary 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2176
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0
2177
– –
-39,760
2178
– –
-61,837
2179
– –
-64,275
2180
– –
-62,888
2181
– –
-13,038
2182
– –
-7,299
2183
– –
-24,078
2184
– –
-268,831
2185
– –
-21,943
2186
– –
-1,804
2187
– –
-24,578
2188
– –
-14,973
2189
– –
-35,238
2190
– –
-33,456
2191
– –
-7,642
2192
– –
-4,326
2193
– –
-4,936
2194
– –
-11,541
2195
– –
-7,008
2196
– –
-13,277
2197
– –
-4,089
2198
– –
-10,893
2199
– –
-9,554
2200
– –
-79,840
86 87
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