HFM

Hartford Financial Management Portfolio holdings

AUM $378M
1-Year Est. Return 16.92%
This Quarter Est. Return
1 Year Est. Return
+16.92%
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
+$1.24M
2
+$600K
3
+$597K
4
AAPL icon
Apple
AAPL
+$554K
5
CMCSA icon
Comcast
CMCSA
+$542K

Top Sells

1
+$3.64M
2
+$1.28M
3
+$929K
4
RSPH icon
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
+$640K
5
ADP icon
Automatic Data Processing
ADP
+$555K

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
276
$17K 0.01%
360
277
$17K 0.01%
420
278
$17K 0.01%
600
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$17K 0.01%
300
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$17K 0.01%
280
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$16K 0.01%
9,500
282
$16K 0.01%
99
283
$16K 0.01%
604
-100
284
$16K 0.01%
412
+12
285
$15K 0.01%
174
286
$14K ﹤0.01%
68
287
$14K ﹤0.01%
244
288
$14K ﹤0.01%
200
289
$14K ﹤0.01%
175
290
$12K ﹤0.01%
240
291
$12K ﹤0.01%
105
292
$12K ﹤0.01%
100
293
$12K ﹤0.01%
700
294
$11K ﹤0.01%
110
295
$11K ﹤0.01%
200
296
$11K ﹤0.01%
500
297
$11K ﹤0.01%
8,000
298
$11K ﹤0.01%
231
-100
299
$10K ﹤0.01%
594
+12
300
$10K ﹤0.01%
255
10 11
12
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