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HFM

Hartford Financial Management Portfolio holdings

AUM $392M
1-Year Est. Return 21.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.9%
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
+$1.25M
2
+$590K
3
+$573K
4
CMCSA icon
Comcast
CMCSA
+$510K
5
META icon
Meta Platforms (Facebook)
META
+$496K

Top Sells

1
+$3.62M
2
+$1.28M
3
+$929K
4
RSPH icon
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
+$625K
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$553K

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
351
$2K ﹤0.01%
42
352
$2K ﹤0.01%
25
353
$2K ﹤0.01%
25
354
$2K ﹤0.01%
225
355
$2K ﹤0.01%
+300
356
$1K ﹤0.01%
+1
357
$1K ﹤0.01%
45
358
$1K ﹤0.01%
45
359
$1K ﹤0.01%
10
360
$1K ﹤0.01%
40
361
$1K ﹤0.01%
20
362
$1K ﹤0.01%
14
363
$1K ﹤0.01%
70
364
$1K ﹤0.01%
51
365
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366
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-1,500
367
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368
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369
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370
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-25
375
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-100
13 14
15
16 17