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
$165M
AUM Growth
-$1.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
345
New
Increased
Reduced
Closed

Top Buys

1 +$1.09M
2 +$1.02M
3 +$597K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$495K
5
DELL icon
Dell
DELL
+$373K

Sector Composition

1 Healthcare 13.37%
2 Technology 10.23%
3 Industrials 10.07%
4 Consumer Staples 9.89%
5 Energy 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$10K 0.01%
175
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$10K 0.01%
360
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$10K 0.01%
114
+57
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$10K 0.01%
500
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$10K 0.01%
728
+365
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64
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+166
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$9K 0.01%
240
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$9K 0.01%
287
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$9K 0.01%
58
238
$8K ﹤0.01%
2,000
239
$8K ﹤0.01%
324
+2
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70
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155
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$8K ﹤0.01%
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$8K ﹤0.01%
74
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$8K ﹤0.01%
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+1
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$8K ﹤0.01%
590
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$7K ﹤0.01%
110
+56
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$7K ﹤0.01%
170
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$7K ﹤0.01%
250
250
$7K ﹤0.01%
250