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
76
$499K 0.3%
3,565
77
$498K 0.3%
4,319
+60
78
$495K 0.3%
+4,396
79
$491K 0.3%
3,998
80
$444K 0.27%
15,234
-212
81
$442K 0.27%
6,910
82
$431K 0.26%
4,434
83
$413K 0.25%
12,480
+500
84
$397K 0.24%
9,500
85
$385K 0.23%
9,100
86
$383K 0.23%
1,977
-48
87
$373K 0.23%
+27,840
88
$351K 0.21%
10,214
89
$344K 0.21%
4,650
-400
90
$330K 0.2%
4,201
+101
91
$325K 0.2%
2,590
92
$316K 0.19%
20,015
+4,350
93
$315K 0.19%
6,142
+14
94
$296K 0.18%
18,751
-3,000
95
$296K 0.18%
8,976
+176
96
$284K 0.17%
4,087
97
$276K 0.17%
11,901
-300
98
$267K 0.16%
6,660
99
$262K 0.16%
6,760
100
$262K 0.16%
8,300
2 3
4
5 6