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
101
$224K 0.14%
5,000
102
$206K 0.13%
12,250
103
$185K 0.11%
2,250
-400
104
$183K 0.11%
4,348
+2,658
105
$182K 0.11%
2,160
106
$175K 0.11%
1,600
107
$173K 0.11%
2,860
108
$170K 0.1%
3,461
109
$167K 0.1%
5,303
+1,146
110
$167K 0.1%
3,100
-25
111
$163K 0.1%
4,200
112
$163K 0.1%
3,116
113
$161K 0.1%
4,248
114
$154K 0.09%
5,217
115
$139K 0.09%
9,000
-780
116
$134K 0.08%
1,850
117
$130K 0.08%
12,600
-78,317
118
$127K 0.08%
1,532
119
$126K 0.08%
4,428
120
$124K 0.08%
2,610
121
$123K 0.08%
1,600
122
$116K 0.07%
2,815
+2,615
123
$115K 0.07%
1,300
124
$115K 0.07%
3,123
125
$111K 0.07%
1,050
3 4
5
6 7