We are live on ! Find out more
HF

HRT Financial Portfolio holdings

AUM $40.1B
1-Year Est. Return 58.22%
This Fund
S&P 500
This Quarter Est. Return
+1.52%
1 Year Est. Return
+58.22%
3 Year Est. Return
+133.11%
5 Year Est. Return
+158.39%
10 Year Est. Return
+582.8%
AUM
$78.1M
AUM Growth
+$7.04M
Cap. Flow
+$6.12M
Cap. Flow %
7.84%
Top 10 Hldgs %
78.31%
Holding
101
New
37
Increased
10
Reduced
15
Closed
35

Sector Composition

Rank Sector Weight
1 Energy 3.26%
2 Real Estate 1.86%
3 Industrials 1.51%
4 Technology 1.27%
5 Financials 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SPY icon
1
State Street SPDR S&P 500 ETF Trust
SPY
$778B
$33.5M 42.84%
162,118
+1,920
+1% +$396K
SMH icon
2
VanEck Semiconductor ETF
SMH
$67.6B
$8.92M 11.41%
322,474
+283,940
+737% +$7.85M
PHO icon
3
Invesco Water Resources ETF
PHO
$1.97B
$3.89M 4.97%
+156,090
New +$3.9M
SPLV icon
4
Invesco S&P 500 Low Volatility ETF
SPLV
$7.2B
$3.2M 4.09%
+84,307
New +$3.21M
VIG icon
5
Vanguard Dividend Appreciation ETF
VIG
$111B
$2.86M 3.66%
35,561
XBI icon
6
State Street SPDR S&P Biotech ETF
XBI
$10.1B
$2.62M 3.36%
34,914
ITB icon
7
iShares US Home Construction ETF
ITB
$2.41B
$2.1M 2.69%
74,415
+35,671
+92% +$951K
IBB icon
8
iShares Biotechnology ETF
IBB
$9.31B
$1.8M 2.31%
15,753
XRT icon
9
State Street SPDR S&P Retail ETF
XRT
$365M
$1.43M 1.83%
28,230
+5,998
+27% +$291K
XOM icon
10
ExxonMobil
XOM
$651B
$892K 1.14%
10,499
+4,609
+78% +$409K
XOP icon
11
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$3.42B
$849K 1.09%
+4,111
New +$797K
ICF icon
12
iShares Select U.S. REIT ETF
ICF
$2.12B
$785K 1%
15,534
XME icon
13
State Street SPDR S&P Metals & Mining ETF
XME
$4.05B
$677K 0.87%
24,900
+7,564
+44% +$213K
QCLN icon
14
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$633M
$629K 0.81%
34,014
-150,000
-82% -$2.66M
FXI icon
15
iShares China Large-Cap ETF
FXI
$4.31B
$533K 0.68%
+12,008
New +$511K
BAC icon
16
Bank of America
BAC
$435B
$508K 0.65%
+33,055
New +$531K
EUO icon
17
ProShares UltraShort Euro
EUO
$35.6M
$500K 0.64%
+18,563
New +$462K
VWO icon
18
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$487K 0.62%
+11,923
New +$485K
CVX icon
19
Chevron
CVX
$388B
$474K 0.61%
4,522
-2,417
-35% -$258K
EWT icon
20
iShares MSCI Taiwan ETF
EWT
$10B
$437K 0.56%
13,903
+8,261
+146% +$258K
SPG icon
21
Simon Property Group
SPG
$74.5B
$426K 0.55%
2,181
-1,517
-41% -$294K
SDY icon
22
State Street SPDR S&P Dividend ETF
SDY
$21.9B
$416K 0.53%
5,328
-3,720
-41% -$292K
NOK icon
23
Nokia
NOK
$50.8B
$392K 0.5%
51,826
+16,832
+48% +$131K
EWA icon
24
iShares MSCI Australia ETF
EWA
$1.34B
$377K 0.48%
+16,499
New +$377K
PBR icon
25
Petrobras
PBR
$121B
$377K 0.48%
+62,792
New +$400K

Similar funds

HRT Financial's Q1 2015 Portfolio in Review

As of Q1 2015, HRT Financial held 101 positions worth $78.1M, up 9.9% from $71.1M the previous quarter. Its ten largest holdings account for 78% of the portfolio.

HRT Financial deployed $6.12M of net new capital in Q1 2015, opening 37 new positions and adding to 10 existing holdings. Its largest new stake was Invesco Water Resources ETF: 156,090 shares worth $3.89M.

By sector, the portfolio is most concentrated in Energy at 3.3% of assets, up from 1.9% a quarter earlier, followed by Real Estate and Industrials.

On the sell side, the largest reduction was First Trust NASDAQ Clean Edge Green Energy Index Fund, an estimated $2.66M trimmed.

  • HRT Financial's largest Q1 2015 buy was Invesco Water Resources ETF: 156,090 shares worth $3.89M.
  • HRT Financial added most to VanEck Semiconductor ETF in Q1 2015, an estimated $7.85M increase.
  • HRT Financial's biggest Q1 2015 reduction was First Trust NASDAQ Clean Edge Green Energy Index Fund, cutting an estimated $2.66M.
  • HRT Financial fully exited First Trust Natural Gas ETF in Q1 2015, selling an estimated $5.27M.
  • HRT Financial's ten largest holdings make up 78% of its $78.1M portfolio in Q1 2015.
  • HRT Financial opened 37 new positions and closed 35 in Q1 2015.
  • HRT Financial's portfolio value rose 9.9% quarter-over-quarter to $78.1M.

Based on HRT Financial's 13F filing for Q1 2015, filed 13 May 2015.