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
$160M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$606K
2
+$360K
3
+$300K
4
RSPH icon
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
+$293K
5
PAGP icon
Plains GP Holdings
PAGP
+$279K

Top Sells

1
+$2.26M
2
+$777K
3
+$625K
4
OKE icon
Oneok
OKE
+$540K
5
CA
CA, Inc.
CA
+$395K

Sector Composition

1 Healthcare 14.51%
2 Consumer Staples 9.94%
3 Technology 9.71%
4 Industrials 9.61%
5 Energy 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$6K ﹤0.01%
415
227
$6K ﹤0.01%
137
228
$6K ﹤0.01%
70
229
$6K ﹤0.01%
200
230
$6K ﹤0.01%
100
231
$6K ﹤0.01%
137
232
$6K ﹤0.01%
+240
233
$6K ﹤0.01%
+2,000
234
$6K ﹤0.01%
100
235
$5K ﹤0.01%
5,374
-1,000
236
$5K ﹤0.01%
140
237
$5K ﹤0.01%
114
238
$5K ﹤0.01%
100
239
$5K ﹤0.01%
322
240
$5K ﹤0.01%
30
+6
241
$5K ﹤0.01%
176
242
$4K ﹤0.01%
200
243
$4K ﹤0.01%
733
244
$4K ﹤0.01%
125
245
$4K ﹤0.01%
18
246
$4K ﹤0.01%
100
-1,000
247
$3K ﹤0.01%
+85
248
$3K ﹤0.01%
166
249
$3K ﹤0.01%
50
250
$3K ﹤0.01%
30
8 9
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11 12