We are live on ! Find out more
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
2251
– –
-28,795
2252
– –
-10,295
2253
– –
-276,427
2254
– –
-75,117
2255
– –
-1,785
2256
– –
-72,687
2257
– –
-34,507
2258
– –
-138,566
2259
– –
-20,032
2260
– –
-5,689
2261
– –
-13,508
2262
– –
-46,008
2263
– –
-17,100
2264
– –
-15,919
2265
– –
-55,350
2266
– –
0
2267
– –
-7,019
2268
– –
-10,885
2269
– –
-13,025
2270
– –
-37,668
2271
– –
-14,187
2272
– –
-18,187
2273
– –
-4,321
2274
– –
-17,830
2275
– –
-5,102
89 90
91
92 93