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
51
$1.11M 0.67%
40,595
-185
52
$1.08M 0.65%
8,319
+1
53
$1.07M 0.65%
18,031
+150
54
$1.06M 0.64%
14,035
+7
55
$1.06M 0.64%
13,345
+170
56
$1M 0.6%
41,964
+112
57
$994K 0.6%
15,875
58
$967K 0.58%
17,005
+25
59
$947K 0.57%
7,404
60
$944K 0.57%
24,305
-3,054
61
$929K 0.56%
18,167
+3,775
62
$837K 0.5%
9,897
+5
63
$808K 0.49%
18,540
-1,556
64
$808K 0.49%
12,200
-900
65
$760K 0.46%
9,754
+100
66
$756K 0.45%
5,212
-34
67
$734K 0.44%
30,656
68
$670K 0.4%
4,516
69
$653K 0.39%
14,443
-21
70
$633K 0.38%
15,021
71
$586K 0.35%
14,337
72
$556K 0.33%
13,860
+264
73
$543K 0.33%
5,417
-297
74
$512K 0.31%
4,259
+2
75
$503K 0.3%
3,565
-85