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
$166M
AUM Growth
+$5.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1 +$372K
2 +$295K
3 +$211K
4
MSFT icon
Microsoft
MSFT
+$193K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$179K

Top Sells

1 +$560K
2 +$209K
3 +$169K
4
CVX icon
Chevron
CVX
+$127K
5
WRK
WestRock Company
WRK
+$119K

Sector Composition

1 Healthcare 14.71%
2 Consumer Staples 10.1%
3 Technology 9.86%
4 Industrials 9.69%
5 Energy 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$4K ﹤0.01%
136
+56
252
$4K ﹤0.01%
100
253
$4K ﹤0.01%
125
254
$4K ﹤0.01%
57
255
$4K ﹤0.01%
175
256
$4K ﹤0.01%
+37
257
$4K ﹤0.01%
175
258
$4K ﹤0.01%
85
259
$3K ﹤0.01%
166
260
$3K ﹤0.01%
+67
261
$3K ﹤0.01%
54
262
$3K ﹤0.01%
50
263
$3K ﹤0.01%
112
264
$3K ﹤0.01%
733
265
$3K ﹤0.01%
36
266
$3K ﹤0.01%
+226
267
$3K ﹤0.01%
160
268
$2K ﹤0.01%
50
269
$2K ﹤0.01%
70
270
$2K ﹤0.01%
+100
271
$2K ﹤0.01%
+25
272
$2K ﹤0.01%
224
273
$2K ﹤0.01%
30
274
$2K ﹤0.01%
25
275
$2K ﹤0.01%
145