HFM
Hartford Financial Management Portfolio holdings
AUM
$366M
1-Year Return
15.58%
This Quarter Return
+6.58%
1 Year Return
+15.58%
3 Year Return
+58.64%
5 Year Return
+109.92%
10 Year Return
+220.64%
AUM
$160M
AUM Growth
+$10.5M
(+7%)
Cap. Flow
+$1M
Cap. Flow
% of AUM
0.63%
Top 10 Holdings %
Top 10 Hldgs %
27.89%
Holding
288
New
29
Increased
60
Reduced
66
Closed
11
Top Buys
| 1 |
SE
Spectra Energy Corp Wi
SE
|
$606K |
| 2 |
Goldman Sachs
GS
|
$360K |
| 3 |
International Paper
IP
|
$300K |
| 4 |
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
|
$293K |
| 5 |
Plains GP Holdings
PAGP
|
$279K |
Top Sells
| 1 |
Invesco S&P 500 Equal Weight Technology ETF
RSPT
|
$2.26M |
| 2 |
Qualcomm
QCOM
|
$777K |
| 3 |
PotlatchDeltic
PCH
|
$625K |
| 4 |
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% |
