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
151
$53K 0.03%
900
-1,100
152
$52K 0.03%
283
153
$51K 0.03%
+600
154
$51K 0.03%
820
+400
155
$48K 0.03%
+300
156
$48K 0.03%
1,900
157
$43K 0.03%
1,051
158
$40K 0.03%
4,200
159
$39K 0.02%
280
160
$38K 0.02%
258
+205
161
$38K 0.02%
400
162
$33K 0.02%
836
163
$32K 0.02%
640
164
$31K 0.02%
870
165
$31K 0.02%
+1,200
166
$30K 0.02%
716
167
$29K 0.02%
+1,168
168
$28K 0.02%
503
169
$28K 0.02%
675
-2,140
170
$26K 0.02%
345
171
$25K 0.02%
1,787
+580
172
$25K 0.02%
500
173
$24K 0.02%
2,775
+1,030
174
$24K 0.02%
3,600
175
$24K 0.02%
361
5 6
7
8 9