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
126
$324K 0.11%
12,000
127
$311K 0.11%
2,550
128
$301K 0.1%
+8,186
129
$300K 0.1%
4,827
130
$299K 0.1%
41,519
+36,119
131
$298K 0.1%
4,344
132
$285K 0.1%
1,100
133
$272K 0.09%
2,447
+343
134
$268K 0.09%
8,300
135
$264K 0.09%
5,673
136
$259K 0.09%
12,275
-500
137
$255K 0.09%
7,160
-500
138
$248K 0.08%
1,641
139
$247K 0.08%
3,025
140
$244K 0.08%
9,915
141
$243K 0.08%
7,903
-1,545
142
$243K 0.08%
14,751
-210
143
$239K 0.08%
14,303
-3,297
144
$237K 0.08%
5,515
-75
145
$219K 0.07%
4,401
-176
146
$217K 0.07%
48,360
-1,000
147
$212K 0.07%
4,100
148
$212K 0.07%
1,182
+93
149
$210K 0.07%
2,290
-300
150
$208K 0.07%
3,755
4 5
6
7 8