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
126
$111K 0.07%
1,850
127
$103K 0.06%
751
128
$103K 0.06%
2,500
129
$102K 0.06%
3,526
130
$100K 0.06%
1,128
131
$87K 0.05%
833
+303
132
$82K 0.05%
1,000
133
$79K 0.05%
932
134
$76K 0.05%
1,963
-200
135
$75K 0.05%
2,700
+100
136
$74K 0.05%
2,803
+151
137
$73K 0.05%
8,730
138
$67K 0.04%
600
139
$62K 0.04%
2,077
140
$62K 0.04%
1,400
141
$59K 0.04%
739
-31
142
$57K 0.04%
1,745
+270
143
$54K 0.03%
1,000
144
$51K 0.03%
1,251
-885
145
$50K 0.03%
1,799
146
$50K 0.03%
283
147
$50K 0.03%
550
148
$48K 0.03%
2,067
149
$46K 0.03%
1,300
150
$44K 0.03%
4,200
4 5
6
7 8