HFM

Hartford Financial Management Portfolio holdings

AUM $366M
This Quarter Return
+0.93%
1 Year Return
+15.58%
3 Year Return
+58.64%
5 Year Return
+109.92%
10 Year Return
+220.64%
AUM
$145M
AUM Growth
Cap. Flow
+$145M
Cap. Flow %
100%
Top 10 Hldgs %
24.16%
Holding
269
New
269
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Energy 13.39%
2 Technology 12.08%
3 Healthcare 11.11%
4 Industrials 10.05%
5 Communication Services 9.44%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
BKNG icon
251
Booking.com
BKNG
$181B
$3K ﹤0.01%
+4
New +$3K
AA icon
252
Alcoa
AA
$8.05B
$3K ﹤0.01%
+402
New +$3K
VIVS
253
VivoSim Labs, Inc. Common Stock
VIVS
$6.55M
$2K ﹤0.01%
+650
New +$2K
VRTS icon
254
Virtus Investment Partners
VRTS
$1.3B
$2K ﹤0.01%
+14
New +$2K
THC icon
255
Tenet Healthcare
THC
$16.5B
$2K ﹤0.01%
+50
New +$2K
PH icon
256
Parker-Hannifin
PH
$94.8B
$2K ﹤0.01%
+20
New +$2K
NEE icon
257
NextEra Energy, Inc.
NEE
$148B
$2K ﹤0.01%
+28
New +$2K
IAC icon
258
IAC Inc
IAC
$2.91B
$2K ﹤0.01%
+40
New +$2K
HAS icon
259
Hasbro
HAS
$11.1B
$2K ﹤0.01%
+50
New +$2K
GEN icon
260
Gen Digital
GEN
$18.3B
$2K ﹤0.01%
+100
New +$2K
FTR
261
DELISTED
Frontier Communications Corp.
FTR
$1K ﹤0.01%
+240
New +$1K
PNX
262
DELISTED
PHOENIX COMPANIES INC. NEW
PNX
$1K ﹤0.01%
+14
New +$1K
CST
263
DELISTED
CST Brands, Inc.
CST
$1K ﹤0.01%
+18
New +$1K
XOXO
264
DELISTED
Xo Group Inc
XOXO
$1K ﹤0.01%
+50
New +$1K
VIAB
265
DELISTED
Viacom Inc. Class B
VIAB
$1K ﹤0.01%
+16
New +$1K
BNS icon
266
Scotiabank
BNS
$78.1B
$1K ﹤0.01%
+27
New +$1K
XME icon
267
SPDR S&P Metals & Mining ETF
XME
$2.28B
$0 ﹤0.01%
+1
New
SIRI icon
268
SiriusXM
SIRI
$7.92B
$0 ﹤0.01%
+100
New