HFM

Hartford Financial Management Portfolio holdings

AUM $385M
1-Year Est. Return 20.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.82%
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
346
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$1.02M
3
+$611K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$498K
5
DELL icon
Dell
DELL
+$378K

Top Sells

1
+$4.64M
2
+$2.07M
3
+$950K
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$411K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$257K

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%
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
– –
-27
316
– –
-200
317
– –
-28
318
– –
-100
319
– –
-16
320
– –
-166
321
– –
-96
322
– –
-112
323
– –
-1,930
324
– –
-203
325
– –
-300
10 11 12
13
14