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

Top Sells

1
+$4.64M
2
+$2.07M
3
+$931K
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$385K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$258K

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
227
$10K 0.01%
360
228
$10K 0.01%
114
+57
229
$10K 0.01%
500
230
$10K 0.01%
728
+365
231
$10K 0.01%
64
232
$10K 0.01%
420
233
$9K 0.01%
70
234
$9K 0.01%
233
+166
235
$9K 0.01%
240
236
$9K 0.01%
287
+144
237
$9K 0.01%
58
238
$8K ﹤0.01%
2,000
239
$8K ﹤0.01%
324
+2
240
$8K ﹤0.01%
70
241
$8K ﹤0.01%
155
242
$8K ﹤0.01%
71
243
$8K ﹤0.01%
74
+38
244
$8K ﹤0.01%
162
245
$8K ﹤0.01%
124
+1
246
$8K ﹤0.01%
590
247
$7K ﹤0.01%
110
+56
248
$7K ﹤0.01%
170
249
$7K ﹤0.01%
250
250
$7K ﹤0.01%
250
8 9
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