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
76
$1.29M 0.44%
15,850
+916
77
$1.29M 0.44%
44,248
78
$1.26M 0.43%
18,935
-2,024
79
$1.26M 0.43%
21,982
-75
80
$1.23M 0.42%
25,466
+12,345
81
$1.23M 0.42%
17,900
82
$1.22M 0.42%
7,288
+3,117
83
$1.2M 0.41%
18,000
84
$1.2M 0.41%
19,633
+1,286
85
$1.19M 0.41%
30,933
+2,561
86
$1.17M 0.4%
40,631
+5,046
87
$1.16M 0.4%
14,487
-1,370
88
$1.15M 0.39%
7,061
89
$1.13M 0.39%
23,423
-3,829
90
$1.05M 0.36%
31,693
-8,035
91
$998K 0.34%
6,100
92
$974K 0.33%
20,000
93
$965K 0.33%
10,840
-1,560
94
$955K 0.33%
5,000
-65
95
$940K 0.32%
3,802
+308
96
$919K 0.31%
37,496
97
$826K 0.28%
4,300
-25
98
$782K 0.27%
7,000
-50
99
$773K 0.26%
6,000
100
$706K 0.24%
19,100
2 3
4
5 6