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
$163M
AUM Growth
+$431K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$635K
3
+$498K
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$465K
5
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$371K

Top Sells

1
+$387K
2
+$347K
3
+$318K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$282K
5
APC
Anadarko Petroleum
APC
+$185K

Sector Composition

1 Healthcare 14.45%
2 Technology 12.87%
3 Energy 11.77%
4 Industrials 10.93%
5 Communication Services 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.19M 0.73%
9,174
-2,681
52
$1.18M 0.72%
14,982
+200
53
$1.15M 0.7%
30,802
-920
54
$1.12M 0.69%
49,187
-1,271
55
$1.12M 0.69%
36,108
+420
56
$1.12M 0.69%
34,250
-1,250
57
$1.1M 0.67%
18,175
+378
58
$1.03M 0.64%
9,547
-311
59
$1.02M 0.63%
31,310
-1,416
60
$1.01M 0.62%
27,377
+470
61
$1M 0.62%
44,556
+950
62
$962K 0.59%
17,750
+1,300
63
$907K 0.56%
15,875
64
$905K 0.56%
11,175
+1,428
65
$893K 0.55%
10,908
+1,204
66
$842K 0.52%
11,325
+375
67
$817K 0.5%
14,665
-200
68
$793K 0.49%
8,144
-1,032
69
$789K 0.48%
18,163
+101
70
$762K 0.47%
15,370
+370
71
$706K 0.43%
15,664
-184
72
$620K 0.38%
30,424
+1,981
73
$606K 0.37%
8,554
74
$562K 0.35%
21,533
-749
75
$540K 0.33%
12,537
1 2
3
4 5