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
151
$201K 0.07%
1,000
-335
152
$201K 0.07%
4,425
-1,050
153
$199K 0.07%
1,920
-100
154
$193K 0.07%
1,050
+12
155
$190K 0.06%
1,654
156
– –
0
157
$185K 0.06%
1,348
-250
158
$184K 0.06%
1,840
159
$181K 0.06%
6,650
-135
160
$179K 0.06%
3,000
161
$179K 0.06%
1,662
162
$177K 0.06%
5,891
-478
163
$171K 0.06%
2,938
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164
$158K 0.05%
1,761
165
$156K 0.05%
1,478
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166
$149K 0.05%
2,500
167
$142K 0.05%
2,460
168
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2,600
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169
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170
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171
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3,225
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172
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1,600
173
$123K 0.04%
4,300
174
$116K 0.04%
2,655
+136
175
$112K 0.04%
2,230
-1,857
5 6
7
8 9