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
176
$110K 0.04%
1,578
-146
177
$107K 0.04%
3,882
178
$107K 0.04%
1,833
179
$106K 0.04%
350
180
$98K 0.03%
5,411
-3,529
181
$98K 0.03%
4,522
-920
182
$97K 0.03%
633
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183
$95K 0.03%
2,560
184
$89K 0.03%
6,800
185
$87K 0.03%
1,940
-50
186
$86K 0.03%
2,314
187
$85K 0.03%
4,104
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188
$82K 0.03%
898
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189
$81K 0.03%
718
190
$81K 0.03%
5,700
191
$79K 0.03%
1,900
192
$77K 0.03%
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193
$76K 0.03%
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194
$74K 0.03%
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195
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196
$71K 0.02%
1,100
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197
$68K 0.02%
670
198
$66K 0.02%
6,600
199
$66K 0.02%
219
-64
200
$65K 0.02%
1,000
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