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
$165M
AUM Growth
-$1.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
345
New
Increased
Reduced
Closed

Top Buys

1 +$1.09M
2 +$1.02M
3 +$597K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$495K
5
DELL icon
Dell
DELL
+$373K

Sector Composition

1 Healthcare 13.37%
2 Technology 10.23%
3 Industrials 10.07%
4 Consumer Staples 9.89%
5 Energy 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$7K ﹤0.01%
+200
252
$7K ﹤0.01%
100
253
$7K ﹤0.01%
500
254
$7K ﹤0.01%
+476
255
$6K ﹤0.01%
176
256
$6K ﹤0.01%
111
257
$6K ﹤0.01%
137
258
$6K ﹤0.01%
114
259
$6K ﹤0.01%
304
260
$6K ﹤0.01%
+240
261
$6K ﹤0.01%
+271
262
$5K ﹤0.01%
+188
263
$5K ﹤0.01%
+311
264
$5K ﹤0.01%
136
265
$5K ﹤0.01%
125
266
$5K ﹤0.01%
284
+1
267
$5K ﹤0.01%
43
+6
268
$5K ﹤0.01%
+239
269
$4K ﹤0.01%
100
270
$4K ﹤0.01%
+500
271
$4K ﹤0.01%
175
272
$4K ﹤0.01%
226
273
$4K ﹤0.01%
175
274
$4K ﹤0.01%
85
275
$4K ﹤0.01%
+484