HFM

Hartford Financial Management Portfolio holdings

AUM $385M
1-Year Est. Return 20.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.83%
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
276
$2K ﹤0.01%
20
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300
278
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145
279
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25
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30
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224
282
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+25
283
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+100
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70
285
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50
286
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287
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16
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+1
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– –
0
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$1K ﹤0.01%
+4,040
293
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+25
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$1K ﹤0.01%
25
295
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100
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$1K ﹤0.01%
50
297
$1K ﹤0.01%
+110
298
$1K ﹤0.01%
+145
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$1K ﹤0.01%
18
300
$1K ﹤0.01%
190
9 10 11
12
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