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
101
$696K 0.24%
12,500
102
$682K 0.23%
19,664
+3,438
103
$661K 0.23%
20,325
+1,287
104
$646K 0.22%
12,027
-1,400
105
$638K 0.22%
14,563
+1,119
106
$608K 0.21%
12,097
+1,616
107
$568K 0.19%
3,600
-10
108
$563K 0.19%
10,360
109
$562K 0.19%
10,865
+1,975
110
$546K 0.19%
35,497
111
$536K 0.18%
2,278
-135
112
$534K 0.18%
12,000
113
$525K 0.18%
6,266
114
$506K 0.17%
10,800
115
$504K 0.17%
6,000
116
$495K 0.17%
2,606
-805
117
$458K 0.16%
7,780
-680
118
$454K 0.16%
5,394
-892
119
$445K 0.15%
1,670
120
$418K 0.14%
3,827
-553
121
$377K 0.13%
2,766
-218
122
$374K 0.13%
7,030
-1,090
123
$372K 0.13%
8,174
+2,745
124
$352K 0.12%
1,430
-25
125
$333K 0.11%
5,325
-471
3 4
5
6 7