HFM

Hartford Financial Management Portfolio holdings

AUM $378M
1-Year Est. Return 16.92%
This Quarter Est. Return
1 Year Est. Return
+16.92%
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
+$1.24M
2
+$600K
3
+$597K
4
AAPL icon
Apple
AAPL
+$554K
5
CMCSA icon
Comcast
CMCSA
+$542K

Top Sells

1
+$3.64M
2
+$1.28M
3
+$929K
4
RSPH icon
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
+$640K
5
ADP icon
Automatic Data Processing
ADP
+$555K

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
401
– –
-26,586
402
– –
-3,050
403
– –
-75
13 14 15 16
17