HF

HRT Financial Portfolio holdings

AUM $21.9B
1-Year Est. Return 36.22%
This Quarter Est. Return
1 Year Est. Return
+36.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.58B
AUM Growth
-$839M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,179
New
Increased
Reduced
Closed

Top Buys

1
+$121M
2
+$98.9M
3
+$89.8M
4
AVGO icon
Broadcom
AVGO
+$88.1M
5
AAPL icon
Apple
AAPL
+$78.7M

Top Sells

1
+$743M
2
+$136M
3
+$130M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$112M
5
XOM icon
Exxon Mobil
XOM
+$70.9M

Sector Composition

1 Technology 12.03%
2 Financials 8.06%
3 Consumer Discretionary 7.34%
4 Industrials 5.96%
5 Energy 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2326
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-394,883
2327
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-9,282
2328
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-15,674
2329
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-33,832
2330
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2331
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-41,650
2332
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-78,995
2333
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-47,065
2334
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0
2335
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-5
2336
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-107,522
2337
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-24,568
2338
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-1,832
2339
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-42,336
2340
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-4,118
2341
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-3,660
2342
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2343
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2344
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-7,659
2345
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-32,296
2346
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2347
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-248,262
2348
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-13,923
2349
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-5,161
2350
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-53,389
92 93
94
95 96