HFM

Hartford Financial Management Portfolio holdings

AUM $366M
1-Year Est. Return 15.58%
This Quarter Est. Return
1 Year Est. Return
+15.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$166M
AUM Growth
+$5.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1 +$372K
2 +$295K
3 +$211K
4
MSFT icon
Microsoft
MSFT
+$193K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$179K

Top Sells

1 +$560K
2 +$209K
3 +$169K
4
CVX icon
Chevron
CVX
+$127K
5
WRK
WestRock Company
WRK
+$119K

Sector Composition

1 Healthcare 14.71%
2 Consumer Staples 10.1%
3 Technology 9.86%
4 Industrials 9.69%
5 Energy 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$8K ﹤0.01%
123
227
$7K ﹤0.01%
92
228
$7K ﹤0.01%
111
229
$7K ﹤0.01%
240
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170
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$7K ﹤0.01%
250
+50
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$7K ﹤0.01%
70
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$7K ﹤0.01%
250
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112
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$7K ﹤0.01%
71
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$7K ﹤0.01%
500
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652
-2
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$6K ﹤0.01%
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$6K ﹤0.01%
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$6K ﹤0.01%
322
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$6K ﹤0.01%
137
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$6K ﹤0.01%
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$6K ﹤0.01%
400
245
$5K ﹤0.01%
+92
246
$5K ﹤0.01%
96
247
$5K ﹤0.01%
283
+2
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$5K ﹤0.01%
143
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$5K ﹤0.01%
363
250
$4K ﹤0.01%
100