HFM
Hartford Financial Management Portfolio holdings
AUM
$366M
1-Year Return
15.58%
This Quarter Return
+3.86%
1 Year Return
+15.58%
3 Year Return
+58.64%
5 Year Return
+109.92%
10 Year Return
+220.64%
AUM
$197M
AUM Growth
-$25.5M
(-11%)
Cap. Flow
-$31.8M
Cap. Flow
% of AUM
-16.15%
Top 10 Holdings %
Top 10 Hldgs %
28.51%
Holding
418
New
52
Increased
62
Reduced
60
Closed
29
Top Buys
| 1 |
DuPont de Nemours
DD
|
$2.55M |
| 2 |
SPDR Gold Trust
GLD
|
$310K |
| 3 |
iShares National Muni Bond ETF
MUB
|
$297K |
| 4 |
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
|
$295K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$276K |
Top Sells
Sector Composition
| 1 | Healthcare | 11.41% |
| 2 | Industrials | 10.32% |
| 3 | Technology | 9.94% |
| 4 | Financials | 9.53% |
| 5 | Energy | 8.68% |
