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
76
$497K 0.3%
8,936
+35
77
$477K 0.29%
15,446
+146
78
$451K 0.27%
4,434
79
$444K 0.27%
3,998
80
$419K 0.25%
6,910
81
$412K 0.25%
9,100
-203
82
$390K 0.23%
11,980
+1,050
83
$372K 0.22%
+2,025
84
$369K 0.22%
5,050
85
$339K 0.2%
9,500
+100
86
$328K 0.2%
6,128
+165
87
$327K 0.2%
2,590
+50
88
$324K 0.2%
4,100
+550
89
$318K 0.19%
21,751
90
$297K 0.18%
4,087
91
$292K 0.18%
12,201
-200
92
$288K 0.17%
8,800
-1,375
93
$283K 0.17%
10,214
-188
94
$263K 0.16%
2,324
95
$263K 0.16%
8,300
96
$261K 0.16%
10,457
+1,314
97
$254K 0.15%
7,611
+105
98
$246K 0.15%
6,000
99
$244K 0.15%
3,541
100
$235K 0.14%
15,665
+850