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

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
176
$32K 0.02%
503
177
$32K 0.02%
675
178
$30K 0.02%
1,700
-575
179
$29K 0.02%
635
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$28K 0.02%
2,382
+506
181
$26K 0.02%
500
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$26K 0.02%
334
+67
183
$24K 0.01%
205
184
$22K 0.01%
880
185
$22K 0.01%
598
186
$21K 0.01%
1,099
+157
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$21K 0.01%
500
188
$21K 0.01%
500
189
$20K 0.01%
84
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$19K 0.01%
450
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+280
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$18K 0.01%
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$18K 0.01%
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$18K 0.01%
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$17K 0.01%
1,405
198
$17K 0.01%
224
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$16K 0.01%
300
200
$16K 0.01%
300