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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
2426
– –
-175,035
2427
– –
-4,017
2428
– –
-15,168
2429
– –
-27,531
2430
– –
-19,100
2431
– –
-820
2432
– –
-36,178
2433
– –
-10,570
2434
– –
-12,081
2435
– –
-29,978
2436
– –
-30,635
2437
– –
-28,852
2438
– –
-2,427
2439
– –
-12,559
2440
– –
-34,650
2441
– –
-33,141
2442
– –
-19,059
2443
– –
-14,300
2444
– –
-28,502
2445
– –
-9,499
2446
– –
-18,510
2447
– –
-11,238
2448
– –
-10,775
2449
– –
-16,805
2450
– –
-10,200
96 97
98
99 100