HFM

Hartford Financial Management Portfolio holdings

AUM $385M
1-Year Est. Return 20.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.82%
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
+$1.25M
2
+$590K
3
+$573K
4
CMCSA icon
Comcast
CMCSA
+$510K
5
META icon
Meta Platforms (Facebook)
META
+$496K

Top Sells

1
+$3.62M
2
+$1.28M
3
+$929K
4
RSPH icon
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
+$625K
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$553K

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
251
$23K 0.01%
455
252
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162
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$23K 0.01%
800
254
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0
255
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2,500
256
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727
-288
257
$21K 0.01%
595
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258
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300
259
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642
260
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435
261
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600
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600
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263
$20K 0.01%
732
264
$20K 0.01%
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265
$19K 0.01%
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266
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267
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268
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269
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$18K 0.01%
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268
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175
274
$17K 0.01%
360
275
$17K 0.01%
420
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