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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
2451
– –
-8,298
2452
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-85,050
2453
– –
-5,350
2454
– –
-9,888
2455
– –
-42,703
2456
– –
-38,036
2457
– –
-78,773
2458
– –
-11,231
2459
– –
-7,195
2460
– –
-38,724
2461
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-51,396
2462
– –
-62,971
2463
– –
-10,228
2464
– –
-15,284
2465
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-226,240
2466
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-58,240
2467
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-40,227
2468
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-5,857
2469
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-823
2470
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-24,587
2471
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-787
2472
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-55,479
2473
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-1,336
2474
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-64,087
2475
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-17,221
97 98
99
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