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
76
$506K 0.31%
5,229
+347
77
$498K 0.31%
+25,005
78
$469K 0.29%
6,010
79
$469K 0.29%
6,216
+2,146
80
$461K 0.28%
7,650
81
$455K 0.28%
3,850
82
$436K 0.27%
28,346
+13,186
83
$415K 0.26%
3,655
84
$398K 0.24%
9,830
-100
85
$394K 0.24%
5,690
-510
86
$388K 0.24%
9,556
-100
87
$378K 0.23%
2,015
88
$377K 0.23%
7,948
-2,046
89
$361K 0.22%
23,751
+4,000
90
$358K 0.22%
4,210
-1,000
91
$353K 0.22%
20,360
92
$347K 0.21%
8,300
93
$336K 0.21%
10,151
+200
94
$334K 0.21%
4,434
+1,200
95
$325K 0.2%
7,725
96
$301K 0.19%
6,820
+515
97
$260K 0.16%
4,118
98
$246K 0.15%
3,405
+40
99
$234K 0.14%
2,324
100
$233K 0.14%
8,501
+5,801
2 3
4
5 6