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
51
$1.1M 0.67%
8,320
+1
52
$1.09M 0.66%
+28,123
53
$1.09M 0.66%
20,900
-305
54
$1.09M 0.66%
29,355
-1,178
55
$1.06M 0.65%
18,505
+338
56
$1.05M 0.64%
18,243
+212
57
$1.02M 0.62%
+23,974
58
$1.02M 0.62%
12,201
-3,090
59
$988K 0.6%
13,695
+350
60
$964K 0.59%
7,404
61
$912K 0.55%
10,172
+275
62
$909K 0.55%
30,156
-500
63
$908K 0.55%
16,805
-200
64
$794K 0.48%
5,234
+22
65
$777K 0.47%
12,200
66
$737K 0.45%
16,976
-1,564
67
$728K 0.44%
4,516
68
$721K 0.44%
9,712
-42
69
$690K 0.42%
14,500
+57
70
$629K 0.38%
13,860
71
$597K 0.36%
+18,223
72
$588K 0.36%
14,898
-123
73
$580K 0.35%
9,087
+151
74
$576K 0.35%
5,518
+101
75
$549K 0.33%
13,982
-355
1 2
3
4 5