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
$160M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$606K
2
+$360K
3
+$300K
4
RSPH icon
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
+$293K
5
PAGP icon
Plains GP Holdings
PAGP
+$279K

Top Sells

1
+$2.26M
2
+$777K
3
+$625K
4
OKE icon
Oneok
OKE
+$540K
5
CA
CA, Inc.
CA
+$395K

Sector Composition

1 Healthcare 14.51%
2 Consumer Staples 9.94%
3 Technology 9.71%
4 Industrials 9.61%
5 Energy 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.16M 1.35%
14,453
+95
27
$2.12M 1.32%
21,424
-17
28
$2.07M 1.29%
20,174
+405
29
$2M 1.25%
30,064
-934
30
$1.81M 1.13%
22,696
-1,949
31
$1.8M 1.12%
69,305
+603
32
$1.7M 1.06%
23,354
-1,841
33
$1.68M 1.05%
16,778
+300
34
$1.65M 1.03%
60,617
-4,303
35
$1.6M 1%
22,102
+251
36
$1.55M 0.97%
29,854
+1,600
37
$1.51M 0.95%
36,873
+151
38
$1.51M 0.94%
30,021
-314
39
$1.48M 0.92%
17,250
40
$1.38M 0.86%
44,364
-600
41
$1.27M 0.79%
27,197
-1,608
42
$1.27M 0.79%
15,495
+471
43
$1.25M 0.78%
135,550
-245,530
44
$1.2M 0.75%
8,316
-90
45
$1.12M 0.7%
61,206
-1,602
46
$1.08M 0.68%
6,857
-547
47
$1.07M 0.67%
40,812
+3,520
48
$1.07M 0.67%
31,704
-2,586
49
$1.03M 0.64%
27,660
+171
50
$1.01M 0.63%
39,365
+730
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