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
301
$2K ﹤0.01%
232
+117
302
$2K ﹤0.01%
190
303
$1K ﹤0.01%
+1,757
304
$1K ﹤0.01%
13
305
$1K ﹤0.01%
1
306
– –
0
307
$1K ﹤0.01%
+14
308
$1K ﹤0.01%
25
309
$1K ﹤0.01%
100
310
$1K ﹤0.01%
145
311
$1K ﹤0.01%
50
312
$1K ﹤0.01%
110
313
$1K ﹤0.01%
25
314
$1K ﹤0.01%
18
315
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316
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-4,040
319
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322
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-8,730
323
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-76,293
324
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-1,005
325
– –
-13,883
10 11 12
13
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