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
126
$148K 0.09%
1,295
127
$147K 0.09%
3,116
128
$138K 0.08%
3,673
-1,100
129
$136K 0.08%
1,600
130
$134K 0.08%
1,900
-260
131
$131K 0.08%
1,066
+3
132
$131K 0.08%
+2,314
133
$126K 0.08%
1,750
134
$122K 0.07%
1,532
135
$119K 0.07%
+1,600
136
$117K 0.07%
3,570
+100
137
$110K 0.07%
751
138
$109K 0.07%
+2,500
139
$108K 0.07%
1,500
140
$107K 0.07%
+5,052
141
$106K 0.06%
1,550
-300
142
$104K 0.06%
2,500
143
$103K 0.06%
1,210
+60
144
$98K 0.06%
2,210
145
$91K 0.06%
670
+85
146
$87K 0.05%
1,900
-63
147
$86K 0.05%
2,179
148
$77K 0.05%
2,670
149
$73K 0.04%
1,025
150
$73K 0.04%
640
4 5
6
7 8