HFM

Hartford Financial Management Portfolio holdings

AUM $366M
1-Year Est. Return 15.58%
This Quarter Est. Return
1 Year Est. Return
+15.58%
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
Financial Select Sector SPDR Fund
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%
+4,000
302
$2K ﹤0.01%
232
+117
303
$1K ﹤0.01%
18
304
$1K ﹤0.01%
25
305
$1K ﹤0.01%
110
306
$1K ﹤0.01%
50
307
$1K ﹤0.01%
145
308
$1K ﹤0.01%
100
309
$1K ﹤0.01%
25
310
$1K ﹤0.01%
+14
311
– –
0
312
$1K ﹤0.01%
1
313
$1K ﹤0.01%
13
314
$1K ﹤0.01%
+1,757
315
– –
-166
316
– –
-96
317
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-27
318
– –
-200
319
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-28
320
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-100
321
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322
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-1,930
323
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324
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-300
325
– –
-116,281
10 11 12
13
14