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
$160M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$606K
2
+$360K
3
+$300K
4
RSPH icon
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
+$293K
5
PAGP icon
Plains GP Holdings
PAGP
+$279K

Top Sells

1
+$2.26M
2
+$777K
3
+$625K
4
OKE icon
Oneok
OKE
+$540K
5
CA
CA, Inc.
CA
+$395K

Sector Composition

1 Healthcare 14.51%
2 Consumer Staples 9.94%
3 Technology 9.71%
4 Industrials 9.61%
5 Energy 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$3K ﹤0.01%
300
252
$3K ﹤0.01%
175
253
$3K ﹤0.01%
+3,000
254
$3K ﹤0.01%
157
255
$2K ﹤0.01%
50
-62
256
$2K ﹤0.01%
250
257
$2K ﹤0.01%
112
258
$2K ﹤0.01%
25
259
$2K ﹤0.01%
224
260
$2K ﹤0.01%
50
261
$2K ﹤0.01%
+40
262
$2K ﹤0.01%
70
263
$1K ﹤0.01%
16
264
$1K ﹤0.01%
600
265
$1K ﹤0.01%
14
266
$1K ﹤0.01%
20
267
$1K ﹤0.01%
100
268
$1K ﹤0.01%
50
269
$1K ﹤0.01%
40
270
$1K ﹤0.01%
190
271
$1K ﹤0.01%
280
-3,970
272
$1K ﹤0.01%
28
273
– –
-88
274
– –
-87
275
– –
-3,655
8 9 10
11
12