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
151
$52K 0.03%
2,077
152
$49K 0.03%
500
153
$45K 0.03%
822
+1
154
$42K 0.03%
258
155
$40K 0.02%
3,600
156
$39K 0.02%
1,200
157
$39K 0.02%
750
-550
158
$38K 0.02%
283
159
$36K 0.02%
280
160
$35K 0.02%
4,200
161
$34K 0.02%
640
162
$34K 0.02%
716
163
$32K 0.02%
400
164
$31K 0.02%
5,600
165
$31K 0.02%
2,275
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166
$31K 0.02%
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167
$31K 0.02%
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168
$29K 0.02%
503
169
$29K 0.02%
675
170
$28K 0.02%
300
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$28K 0.02%
381
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172
$27K 0.02%
115
173
$25K 0.02%
500
174
$25K 0.02%
345
175
$23K 0.01%
1,876
-643
5 6
7
8 9