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
51
$1.98M 0.68%
75,336
+11,639
52
$1.97M 0.67%
18,524
-3,811
53
$1.96M 0.67%
26,000
54
$1.96M 0.67%
36,966
+1,153
55
$1.94M 0.66%
12,165
56
$1.93M 0.66%
14,900
-100
57
$1.88M 0.64%
21,234
58
$1.82M 0.62%
11,627
+1,508
59
$1.8M 0.62%
7,395
60
$1.79M 0.61%
44,894
+13,554
61
$1.76M 0.6%
16,881
-700
62
$1.72M 0.59%
10,020
63
$1.69M 0.58%
42,627
+6,017
64
$1.69M 0.58%
35,000
65
$1.63M 0.56%
95,600
-1,980
66
$1.61M 0.55%
20,000
67
$1.61M 0.55%
20,000
68
$1.52M 0.52%
13,850
+386
69
$1.45M 0.5%
24,780
+10,220
70
$1.44M 0.49%
17,961
+1,520
71
$1.44M 0.49%
10,660
-171
72
$1.44M 0.49%
51,995
+11,811
73
$1.35M 0.46%
35,672
+4,056
74
$1.33M 0.45%
13,977
-2,945
75
$1.33M 0.45%
56,168
-5,327
1 2
3
4 5