HFM

Hartford Financial Management Portfolio holdings

AUM $366M
1-Year Est. Return 15.58%
This Quarter Est. Return
1 Year Est. Return
+15.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$295M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
432
New
Increased
Reduced
Closed

Top Buys

1 +$528K
2 +$526K
3 +$437K
4
CVX icon
Chevron
CVX
+$209K
5
AAPL icon
Apple
AAPL
+$85.8K

Sector Composition

1 Industrials 17.62%
2 Healthcare 12.14%
3 Technology 10.82%
4 Consumer Staples 9.57%
5 Financials 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
-63
427
-80
428
-103
429
-483
430
-2,000
431
-19,800
432
-20