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
$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

Top Sells

1
+$4.64M
2
+$2.07M
3
+$931K
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$385K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$258K

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
276
$3K ﹤0.01%
50
277
$3K ﹤0.01%
+116
278
$3K ﹤0.01%
62
-50
279
$3K ﹤0.01%
+102
280
$3K ﹤0.01%
733
281
$3K ﹤0.01%
+52
282
$3K ﹤0.01%
250
283
$2K ﹤0.01%
50
284
$2K ﹤0.01%
70
285
$2K ﹤0.01%
100
286
$2K ﹤0.01%
145
287
$2K ﹤0.01%
224
288
$2K ﹤0.01%
30
289
$2K ﹤0.01%
25
290
$2K ﹤0.01%
+87
291
$2K ﹤0.01%
+67
292
$2K ﹤0.01%
20
293
$2K ﹤0.01%
25
294
$2K ﹤0.01%
3,000
295
$2K ﹤0.01%
10
296
$2K ﹤0.01%
189
297
$2K ﹤0.01%
75
298
$2K ﹤0.01%
900
299
$2K ﹤0.01%
10
300
$2K ﹤0.01%
+4,000
10 11
12
13 14