HFM

Hartford Financial Management Portfolio holdings

AUM $385M
1-Year Est. Return 20.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$293M
AUM Growth
+$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$600K
3
+$597K
4
AAPL icon
Apple
AAPL
+$554K
5
CMCSA icon
Comcast
CMCSA
+$542K

Top Sells

1
+$3.64M
2
+$1.28M
3
+$929K
4
RSPH icon
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
+$640K
5
ADP icon
Automatic Data Processing
ADP
+$555K

Sector Composition

1 Industrials 17.44%
2 Healthcare 11.5%
3 Technology 10.99%
4 Consumer Staples 9.96%
5 Financials 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$39K 0.01%
+500
227
$38K 0.01%
500
228
$37K 0.01%
500
229
$36K 0.01%
700
230
$36K 0.01%
1,106
+4
231
$35K 0.01%
466
232
$34K 0.01%
2,156
+2
233
$34K 0.01%
6,500
-800
234
$32K 0.01%
300
235
$30K 0.01%
500
236
$30K 0.01%
771
+1
237
$30K 0.01%
450
238
$30K 0.01%
107
239
$29K 0.01%
569
+36
240
– –
0
241
$27K 0.01%
750
+250
242
$27K 0.01%
8,300
+800
243
$27K 0.01%
115
244
$26K 0.01%
1,427
245
$25K 0.01%
620
246
$25K 0.01%
200
-50
247
$25K 0.01%
1,281
+2
248
$24K 0.01%
200
249
$23K 0.01%
800
250
$23K 0.01%
162
8 9
10
11 12