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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
2401
– –
-20,103
2402
– –
-2,760
2403
– –
-61,832
2404
– –
-8,290
2405
– –
-20,049
2406
– –
-23,795
2407
– –
-16,115
2408
– –
-8,624
2409
– –
-10,103
2410
– –
-13,584
2411
– –
-21,168
2412
– –
-10,742
2413
– –
-1,794
2414
– –
-1,967
2415
– –
-7,496
2416
– –
-6,742
2417
– –
-12,228
2418
– –
-39,779
2419
– –
-10,200
2420
– –
-17,813
2421
– –
-8,369
2422
– –
-6,531
2423
– –
-15,536
2424
– –
-17,392
2425
– –
-23,599
95 96
97
98 99