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
151
$39K 0.02%
5,600
152
$35K 0.02%
280
-500
153
$34K 0.02%
640
154
$34K 0.02%
503
155
$32K 0.02%
300
156
$28K 0.02%
716
157
$26K 0.02%
205
158
$25K 0.02%
600
159
$25K 0.02%
500
160
$23K 0.01%
1,507
161
$21K 0.01%
400
162
$21K 0.01%
500
163
$21K 0.01%
422
164
$21K 0.01%
280
165
$20K 0.01%
1,100
-1,830
166
$19K 0.01%
598
167
$19K 0.01%
415
+325
168
$19K 0.01%
400
169
$18K 0.01%
3,600
170
$18K 0.01%
1,191
+5
171
$18K 0.01%
450
172
$18K 0.01%
264
173
$17K 0.01%
11,000
174
$16K 0.01%
+84
175
$16K 0.01%
175
5 6
7
8 9