HFM

Hartford Financial Management Portfolio holdings

AUM $385M
1-Year Est. Return 20.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.83%
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
176
$24K 0.02%
2,775
+1,030
177
$22K 0.01%
210
178
$21K 0.01%
+500
179
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+300
180
$20K 0.01%
205
181
$19K 0.01%
280
182
$19K 0.01%
2,930
183
$19K 0.01%
450
184
$19K 0.01%
+12,000
185
$18K 0.01%
598
186
$18K 0.01%
84
187
$17K 0.01%
175
188
$17K 0.01%
1,000
+600
189
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190
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400
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191
$16K 0.01%
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192
$16K 0.01%
200
193
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300
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195
$13K 0.01%
127
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$12K 0.01%
68
197
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233
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198
$12K 0.01%
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199
$11K 0.01%
300
200
$11K 0.01%
184
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8
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