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
151
$71K 0.04%
865
+520
152
$68K 0.04%
+5,400
153
$66K 0.04%
1,060
+81
154
$66K 0.04%
396
+48
155
$66K 0.04%
396
156
$65K 0.04%
1,799
157
$65K 0.04%
2,077
158
$58K 0.04%
590
159
$52K 0.03%
500
160
$50K 0.03%
+774
161
$49K 0.03%
283
162
$48K 0.03%
1,200
163
$47K 0.03%
750
164
$45K 0.03%
258
165
$43K 0.03%
823
+1
166
$41K 0.02%
4,200
167
$39K 0.02%
3,600
168
$36K 0.02%
400
169
$35K 0.02%
115
170
$35K 0.02%
+3,000
171
$35K 0.02%
870
172
$34K 0.02%
640
173
$33K 0.02%
716
174
$33K 0.02%
+1,103
175
$32K 0.02%
5,600
5 6
7
8 9