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
101
$234K 0.14%
6,660
102
$233K 0.14%
6,760
103
$231K 0.14%
8,079
-199
104
$223K 0.13%
2,087
+6
105
$221K 0.13%
1,056
106
$214K 0.13%
2,990
-115
107
$211K 0.13%
15,904
-386
108
$211K 0.13%
+13,883
109
$204K 0.12%
12,250
110
$201K 0.12%
7,600
111
$201K 0.12%
5,000
112
$199K 0.12%
5,775
-300
113
$193K 0.12%
2,200
+950
114
$185K 0.11%
6,881
+14
115
$178K 0.11%
3,949
116
$177K 0.11%
+2,977
117
$173K 0.1%
3,516
-100
118
$169K 0.1%
1,770
119
$169K 0.1%
4,773
+573
120
$165K 0.1%
2,360
121
$163K 0.1%
2,160
122
$158K 0.1%
6,528
-3,255
123
$156K 0.09%
5,229
-238
124
$154K 0.09%
1,295
125
$139K 0.08%
1,640