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
$160M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$606K
2
+$360K
3
+$300K
4
RSPH icon
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
+$293K
5
PAGP icon
Plains GP Holdings
PAGP
+$279K

Top Sells

1
+$2.26M
2
+$777K
3
+$625K
4
OKE icon
Oneok
OKE
+$540K
5
CA
CA, Inc.
CA
+$395K

Sector Composition

1 Healthcare 14.51%
2 Consumer Staples 9.94%
3 Technology 9.71%
4 Industrials 9.61%
5 Energy 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$215K 0.13%
+1,056
102
$213K 0.13%
5,000
103
$207K 0.13%
2,324
104
$201K 0.13%
3,461
105
$201K 0.13%
6,375
-750
106
$200K 0.12%
+10,122
107
$194K 0.12%
9,528
+2,400
108
$191K 0.12%
15,215
-4,350
109
$190K 0.12%
2,732
+350
110
$188K 0.12%
2,160
111
$187K 0.12%
12,250
112
$178K 0.11%
1,650
+255
113
$167K 0.1%
8,350
+450
114
$165K 0.1%
3,205
+105
115
$164K 0.1%
1,750
-100
116
$158K 0.1%
5,453
+12
117
$158K 0.1%
4,200
118
$156K 0.1%
2,977
119
$148K 0.09%
7,600
-300
120
$147K 0.09%
2,950
-15,600
121
$146K 0.09%
5,586
+357
122
$144K 0.09%
3,579
-1,419
123
$143K 0.09%
4,248
124
$138K 0.09%
1,225
+100
125
$137K 0.09%
2,360
-500
3 4
5
6 7