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
$166M
AUM Growth
+$5.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1 +$372K
2 +$295K
3 +$211K
4
MSFT icon
Microsoft
MSFT
+$193K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$179K

Top Sells

1 +$560K
2 +$209K
3 +$169K
4
CVX icon
Chevron
CVX
+$127K
5
WRK
WestRock Company
WRK
+$119K

Sector Composition

1 Healthcare 14.71%
2 Consumer Staples 10.1%
3 Technology 9.86%
4 Industrials 9.69%
5 Energy 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$2.19M 1.32%
14,511
-51
27
$2.11M 1.27%
44,545
+100
28
$2.07M 1.25%
76,293
-6,223
29
$2.05M 1.24%
23,221
-100
30
$1.95M 1.17%
224,424
-2,220
31
$1.95M 1.17%
30,064
-300
32
$1.84M 1.11%
61,980
-98
33
$1.79M 1.08%
20,207
+602
34
$1.78M 1.07%
44,764
35
$1.75M 1.05%
17,250
36
$1.75M 1.05%
16,478
37
$1.65M 0.99%
29,972
-157
38
$1.59M 0.96%
22,803
+501
39
$1.53M 0.92%
56,725
-3,792
40
$1.48M 0.89%
38,874
+2,625
41
$1.41M 0.85%
38,379
+3,341
42
$1.31M 0.79%
38,510
+324
43
$1.27M 0.77%
16,045
44
$1.23M 0.74%
60,268
-397
45
$1.23M 0.74%
42,110
46
$1.23M 0.74%
15,291
+2,234
47
$1.2M 0.72%
127,550
-5,500
48
$1.18M 0.71%
21,205
+19
49
$1.18M 0.71%
13,526
-46
50
$1.16M 0.7%
30,533
-127