HFM
Hartford Financial Management Portfolio holdings
AUM
$366M
1-Year Return
15.58%
This Quarter Return
+12.89%
1 Year Return
+15.58%
3 Year Return
+58.64%
5 Year Return
+109.92%
10 Year Return
+220.64%
AUM
$293M
AUM Growth
+$30.9M
(+12%)
Cap. Flow
-$931K
Cap. Flow
% of AUM
-0.32%
Top 10 Holdings %
Top 10 Hldgs %
22.96%
Holding
403
New
6
Increased
79
Reduced
83
Closed
38
Top Buys
| 1 |
Walt Disney
DIS
|
+$1.24M |
| 2 |
Alphabet (Google) Class C
GOOG
|
+$600K |
| 3 |
SPDR DoubleLine Total Return Tactical ETF
TOTL
|
+$597K |
| 4 |
Apple
AAPL
|
+$554K |
| 5 |
Comcast
CMCSA
|
+$542K |
Top Sells
| 1 |
iShares Core S&P Small-Cap ETF
IJR
|
+$3.64M |
| 2 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
+$1.28M |
| 3 |
Kraft Heinz
KHC
|
+$929K |
| 4 |
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
|
+$640K |
| 5 |
Automatic Data Processing
ADP
|
+$555K |
Sector Composition
| 1 | Industrials | 17.44% |
| 2 | Healthcare | 11.53% |
| 3 | Technology | 10.99% |
| 4 | Consumer Staples | 9.96% |
| 5 | Financials | 9.16% |