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
76
$490K 0.3%
9,994
-550
77
$479K 0.3%
7,650
+3,600
78
$451K 0.28%
5,210
-707
79
$449K 0.28%
4,882
+966
80
$448K 0.28%
9,656
-400
81
$428K 0.26%
6,200
82
$419K 0.26%
9,930
-395
83
$415K 0.26%
3,655
84
$391K 0.24%
4,070
-2,123
85
$390K 0.24%
2,015
86
$389K 0.24%
3,850
87
$387K 0.24%
16,600
-1,592
88
$385K 0.24%
8,300
89
$357K 0.22%
9,951
-866
90
$350K 0.22%
7,725
-150
91
$339K 0.21%
20,360
-1,527
92
$309K 0.19%
6,305
+113
93
$299K 0.18%
19,751
-2,000
94
$284K 0.18%
4,118
95
$282K 0.17%
10,749
96
$271K 0.17%
15,160
+9
97
$263K 0.16%
3,234
-1,200
98
$241K 0.15%
2,324
99
$240K 0.15%
6,300
100
$230K 0.14%
3,365
+1,540
2 3
4
5 6