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
$162M
AUM Growth
-$4.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$320K
2
+$268K
3
+$263K
4
APA icon
APA Corp
APA
+$225K
5
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$212K

Top Sells

1
+$1.66M
2
+$1.32M
3
+$1.24M
4
LINE
LINN ENERGY LLC COM UTS REP LTD LIABILITY CO INTS
LINE
+$1.05M
5
PCH icon
PotlatchDeltic
PCH
+$937K

Sector Composition

1 Healthcare 14.13%
2 Technology 13.58%
3 Energy 12.58%
4 Industrials 11.02%
5 Consumer Staples 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.11M 1.3%
20,107
-598
27
$2.07M 1.28%
46,735
-2,875
28
$2.06M 1.27%
19,701
-145
29
$2.01M 1.24%
16,621
+419
30
$1.91M 1.18%
17,900
-400
31
$1.91M 1.18%
20,021
-185
32
$1.82M 1.12%
19,947
+155
33
$1.82M 1.12%
38,826
-130
34
$1.8M 1.11%
19,061
-200
35
$1.78M 1.1%
25,841
+1,033
36
$1.76M 1.09%
76,885
+5
37
$1.75M 1.08%
46,564
-3,300
38
$1.71M 1.05%
27,311
+67
39
$1.67M 1.03%
22,050
+750
40
$1.58M 0.97%
62,269
-2,741
41
$1.57M 0.97%
31,600
-305
42
$1.55M 0.95%
108,600
+12,990
43
$1.49M 0.92%
27,453
+262
44
$1.42M 0.87%
155,980
+23,400
45
$1.38M 0.85%
26,796
46
$1.33M 0.82%
36,748
+992
47
$1.32M 0.82%
8,644
-259
48
$1.29M 0.79%
28,554
-140
49
$1.26M 0.78%
31,722
50
$1.24M 0.76%
17,797
-296
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2
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