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
176
$23K 0.01%
598
177
$23K 0.01%
1,930
+100
178
$23K 0.01%
205
179
$22K 0.01%
880
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267
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$20K 0.01%
84
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500
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450
184
$18K 0.01%
500
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$17K 0.01%
300
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$16K 0.01%
1,405
187
$16K 0.01%
415
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$15K 0.01%
942
189
$15K 0.01%
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127
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$14K 0.01%
400
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$14K 0.01%
+280
195
$13K 0.01%
99
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$13K 0.01%
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$13K 0.01%
300
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$12K 0.01%
300
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$12K 0.01%
184
200
$12K 0.01%
68