HFM

Hartford Financial Management Portfolio holdings

AUM $385M
1-Year Est. Return 20.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$162M
AUM Growth
-$4.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$320K
2
+$268K
3
+$263K
4
APA icon
APA Corp
APA
+$225K
5
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$212K

Top Sells

1
+$1.66M
2
+$1.32M
3
+$1.24M
4
LINE
LINN ENERGY LLC COM UTS REP LTD LIABILITY CO INTS
LINE
+$1.05M
5
PCH icon
PotlatchDeltic
PCH
+$937K

Sector Composition

1 Healthcare 14.13%
2 Technology 13.58%
3 Energy 12.58%
4 Industrials 11.02%
5 Consumer Staples 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5K ﹤0.01%
2,200
227
$5K ﹤0.01%
112
228
$4K ﹤0.01%
100
-40
229
$4K ﹤0.01%
18
230
$4K ﹤0.01%
127
231
$4K ﹤0.01%
100
232
$4K ﹤0.01%
82
-2,600
233
$4K ﹤0.01%
+208
234
$4K ﹤0.01%
157
235
$4K ﹤0.01%
250
+100
236
$3K ﹤0.01%
84
237
$3K ﹤0.01%
88
238
$3K ﹤0.01%
50
239
$3K ﹤0.01%
30
240
$3K ﹤0.01%
57
241
$3K ﹤0.01%
661
242
$2K ﹤0.01%
70
-2,338
243
$2K ﹤0.01%
+25
244
$2K ﹤0.01%
50
245
$2K ﹤0.01%
224
246
$2K ﹤0.01%
112
247
$2K ﹤0.01%
20
248
$2K ﹤0.01%
14
249
$2K ﹤0.01%
1
250
$2K ﹤0.01%
+550
8 9
10
11 12