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
126
$137K 0.08%
+4,041
127
$132K 0.08%
3,116
-100
128
$132K 0.08%
1,750
129
$131K 0.08%
1,532
130
$130K 0.08%
1,600
131
$130K 0.08%
+1,063
132
$116K 0.07%
2,500
133
$109K 0.07%
751
134
$99K 0.06%
1,850
-700
135
$94K 0.06%
2,210
136
$93K 0.06%
1,150
-59
137
$92K 0.06%
1,963
138
$90K 0.05%
1,500
139
$85K 0.05%
8,730
140
$81K 0.05%
3,470
141
$79K 0.05%
585
142
$78K 0.05%
640
+430
143
$77K 0.05%
2,179
-112
144
$74K 0.04%
2,670
-300
145
$73K 0.04%
396
146
$66K 0.04%
1,799
147
$65K 0.04%
1,025
+25
148
$60K 0.04%
979
149
$53K 0.03%
590
+520
150
$52K 0.03%
348
4 5
6
7 8