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
$165M
AUM Growth
-$1.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
345
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$1.02M
3
+$597K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$495K
5
DELL icon
Dell
DELL
+$373K

Top Sells

1
+$4.64M
2
+$2.07M
3
+$931K
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$385K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$258K

Sector Composition

1 Healthcare 13.37%
2 Technology 10.23%
3 Industrials 10.07%
4 Consumer Staples 9.89%
5 Energy 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.05M 1.25%
14,457
-54
27
$2.04M 1.24%
22,788
-433
28
$2.02M 1.23%
45,722
+1,177
29
$1.99M 1.21%
29,780
-284
30
$1.94M 1.18%
60,637
-1,343
31
$1.8M 1.09%
30,184
+212
32
$1.79M 1.09%
16,478
33
$1.79M 1.09%
44,314
-450
34
$1.77M 1.08%
20,432
+225
35
$1.71M 1.04%
17,050
-200
36
$1.68M 1.02%
39,259
+880
37
$1.58M 0.96%
38,874
38
$1.57M 0.95%
22,803
39
$1.46M 0.89%
38,534
+24
40
$1.42M 0.86%
59,938
-330
41
$1.34M 0.82%
13,780
+254
42
$1.32M 0.8%
125,550
-2,000
43
$1.28M 0.78%
15,895
-150
44
$1.28M 0.78%
52,875
-3,850
45
$1.25M 0.76%
39,795
-800
46
$1.2M 0.73%
42,324
+360
47
$1.18M 0.72%
24,351
+46
48
$1.16M 0.71%
42,110
49
$1.16M 0.71%
13,079
-956
50
$1.11M 0.68%
15,875
1
2
3 4 5