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
126
$135K 0.08%
1,600
127
$121K 0.08%
1,600
128
$114K 0.07%
1,500
+650
129
$109K 0.07%
1,532
130
$105K 0.07%
1,750
131
$96K 0.06%
2,244
+112
132
$96K 0.06%
2,500
133
$95K 0.06%
3,470
+2,600
134
$94K 0.06%
751
135
$94K 0.06%
+2,000
136
$94K 0.06%
8,730
137
$87K 0.05%
1,150
138
$86K 0.05%
2,210
139
$85K 0.05%
1,750
+350
140
$85K 0.05%
1,963
141
$83K 0.05%
2,970
142
$78K 0.05%
396
+37
143
$74K 0.05%
766
+700
144
$72K 0.05%
1,000
145
$68K 0.04%
2,077
146
$63K 0.04%
1,000
147
$62K 0.04%
500
148
$60K 0.04%
1,700
-1,423
149
$59K 0.04%
1,799
150
$59K 0.04%
500
4 5
6
7 8