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
51
$1.21M 0.75%
50,458
-352
52
$1.17M 0.72%
9,858
-198
53
$1.16M 0.72%
11,855
-1,347
54
$1.12M 0.69%
32,726
-3,248
55
$1.09M 0.67%
43,606
-800
56
$1.08M 0.67%
35,500
-600
57
$1.06M 0.65%
14,782
58
$1.05M 0.64%
8,048
-99
59
$984K 0.61%
35,688
+24
60
$966K 0.6%
14,865
+200
61
$883K 0.54%
9,704
-296
62
$875K 0.54%
26,907
+3,072
63
$859K 0.53%
9,176
-1,049
64
$848K 0.52%
15,875
-250
65
$844K 0.52%
16,450
-350
66
$780K 0.48%
9,747
-263
67
$772K 0.48%
18,062
+2,000
68
$753K 0.46%
10,950
+800
69
$692K 0.43%
15,000
+850
70
$666K 0.41%
28,443
+4,828
71
$657K 0.4%
8,554
-100
72
$653K 0.4%
15,848
-367
73
$630K 0.39%
22,282
-4,354
74
$563K 0.35%
12,537
-380
75
$559K 0.34%
6,010
1 2
3
4 5