HFM
Hartford Financial Management Portfolio holdings
AUM
$366M
1-Year Return
15.58%
This Quarter Return
+6.09%
1 Year Return
+15.58%
3 Year Return
+58.64%
5 Year Return
+109.92%
10 Year Return
+220.64%
AUM
$204M
AUM Growth
+$6.67M
(+3.4%)
Cap. Flow
-$3.21M
Cap. Flow
% of AUM
-1.58%
Top 10 Holdings %
Top 10 Hldgs %
28.45%
Holding
400
New
11
Increased
62
Reduced
58
Closed
59
Top Buys
| 1 |
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
|
$462K |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$245K |
| 3 |
Cigna
CI
|
$111K |
| 4 |
Enbridge
ENB
|
$103K |
| 5 |
TYG
Tortoise Energy Infrastructure Corp
TYG
|
$102K |
Top Sells
| 1 |
Automatic Data Processing
ADP
|
$586K |
| 2 |
RGC
Regal Entertainment Group
RGC
|
$512K |
| 3 |
Walt Disney
DIS
|
$368K |
| 4 |
CVS Health
CVS
|
$284K |
| 5 |
Chevron
CVX
|
$282K |
Sector Composition
| 1 | Healthcare | 10.91% |
| 2 | Industrials | 10.7% |
| 3 | Technology | 10.28% |
| 4 | Financials | 9.97% |
| 5 | Energy | 8.66% |
