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
$293M
AUM Growth
+$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$600K
3
+$597K
4
AAPL icon
Apple
AAPL
+$554K
5
CMCSA icon
Comcast
CMCSA
+$542K

Top Sells

1
+$3.64M
2
+$1.28M
3
+$929K
4
RSPH icon
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
+$640K
5
ADP icon
Automatic Data Processing
ADP
+$555K

Sector Composition

1 Industrials 17.44%
2 Healthcare 11.5%
3 Technology 10.99%
4 Consumer Staples 9.96%
5 Financials 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.27M 1.12%
42,590
+3,667
27
$3.17M 1.08%
22,090
+20
28
$3.15M 1.08%
66,109
+941
29
$3.1M 1.06%
16,600
30
$3.1M 1.06%
29,790
+471
31
$2.88M 0.98%
60,536
+11,656
32
$2.83M 0.97%
16,082
33
$2.79M 0.95%
17,482
-3,476
34
$2.73M 0.93%
15,701
35
$2.63M 0.9%
13,106
-16
36
$2.6M 0.89%
43,960
+7,638
37
$2.56M 0.87%
52,971
+3,846
38
$2.5M 0.86%
49,422
+5,629
39
$2.49M 0.85%
49,964
+1,041
40
$2.42M 0.83%
122,420
-32,420
41
$2.36M 0.81%
6,193
+59
42
$2.32M 0.79%
48,000
-192
43
$2.31M 0.79%
89,705
-21,439
44
$2.27M 0.78%
28,595
+961
45
$2.24M 0.76%
37,396
+478
46
$2.2M 0.75%
54,678
-422
47
$2.19M 0.75%
13,072
-20
48
$2.16M 0.74%
40,035
+183
49
$2.11M 0.72%
58,207
+523
50
$2.01M 0.69%
17,935
+690
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