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
101
$261K 0.16%
8,255
+176
102
$251K 0.15%
2,092
+5
103
$250K 0.15%
7,803
+192
104
$249K 0.15%
15,921
+17
105
$240K 0.15%
5,000
-1,000
106
$229K 0.14%
3,622
+81
107
$228K 0.14%
1,056
108
$226K 0.14%
5,775
109
$222K 0.13%
2,324
110
$215K 0.13%
2,990
111
$213K 0.13%
2,100
-100
112
$213K 0.13%
12,250
113
$210K 0.13%
8,355
-2,102
114
$194K 0.12%
2,977
115
$192K 0.12%
1,770
116
$191K 0.12%
6,894
+13
117
$178K 0.11%
7,400
-200
118
$178K 0.11%
3,949
119
$177K 0.11%
3,585
+69
120
$174K 0.11%
3,782
-259
121
$171K 0.1%
4,000
-1,000
122
$163K 0.1%
1,682
+42
123
$163K 0.1%
6,783
+255
124
$154K 0.09%
5,229
125
$151K 0.09%
2,360
3 4
5
6 7