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

Top Buys

1
+$366K
2
+$290K
3
+$208K
4
MSFT icon
Microsoft
MSFT
+$196K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$178K

Top Sells

1
+$560K
2
+$209K
3
+$168K
4
CVX icon
Chevron
CVX
+$122K
5
WRK
WestRock Company
WRK
+$115K

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
276
$2K ﹤0.01%
300
277
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20
278
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3,000
279
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+10
280
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250
281
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189
282
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+75
283
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+900
284
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50
286
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115
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-1
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18
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+145
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50
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100
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25
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$1K ﹤0.01%
+4,040
299
$1K ﹤0.01%
+1
300
$1K ﹤0.01%
+13
9 10 11
12
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