HFM
Hartford Financial Management Portfolio holdings
AUM $484M
AUM
$484M
AUM Growth
-$3.84M (-0.8%)
Cap. Flow
+$632K
Cap. Flow % of AUM
0.13%
Top 10 Holdings %Top 10 Hldgs %
29.11%
Holding
380
New
3
Increased
40
Reduced
84
Closed
21
Top Buys
| 1 | $2.67M | |
| 2 | $1.52M | |
| 3 | $1.03M | |
| 4 | $884K | |
| 5 | $316K |
Top Sells
| 1 | $1.4M | |
| 2 | $963K | |
| 3 | $787K | |
| 4 | $325K | |
| 5 | $185K |
Sector Composition
| 1 | Technology | 16.05% |
| 2 | Industrials | 15.66% |
| 3 | Healthcare | 9.24% |
| 4 | Consumer Staples | 8.95% |
| 5 | Financials | 7.28% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $13.9K | 0% | 353 | – | – | |||
| $13.8K | 0% | 200 | – | – | |||
| $13.5K | 0% | 200 -6 | -3% | -$406 | |||
| $13.5K | 0% | 1,175 | – | – | |||
| $13K | 0% | 136 | – | – | |||
| $12.9K | 0% | 110 | – | – | |||
| $12.8K | 0% | 100 | – | – | |||
| $11.9K | 0% | 380 | – | – | |||
| $11.7K | 0% | 1,500 | – | – | |||
| $11.6K | 0% | 50 | – | – | |||
| $11.5K | 0% | 175 | – | – | |||
| $11.4K | 0% | 289 | – | – | |||
| $11K | 0% | 235 | New | +$11K | |||
| $10K | 0% | 235 | – | – | |||
| $10K | 0% | 172 | – | – | |||
| $9.8K | 0% | 444 | – | – | |||
| $9.79K | 0% | 204 +102 | +100% | +$4.89K | |||
| $9.48K | 0% | 700 | – | – | |||
| $8.95K | 0% | 80 | – | – | |||
| $8.71K | 0% | 42 | – | – | |||
| $8.23K | 0% | 84 | – | – | |||
| $8.14K | 0% | 114 +74 | +185% | +$5.28K | |||
| $7.6K | 0% | 100 | – | – | |||
| $7.49K | 0% | 50 | – | – | |||
| $7.34K | 0% | 101 | – | – |
