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
$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
201
$11K 0.01%
+540
202
$11K 0.01%
162
203
$11K 0.01%
501
-24
204
$10K 0.01%
+465
205
$10K 0.01%
175
206
$10K 0.01%
300
207
$9K 0.01%
+455
208
$9K 0.01%
360
209
$9K 0.01%
+500
210
$9K 0.01%
64
211
$9K 0.01%
420
212
$8K 0.01%
70
213
$8K 0.01%
5,600
214
$8K 0.01%
480
215
$8K 0.01%
+225
216
$8K 0.01%
304
217
$8K 0.01%
71
218
$8K 0.01%
+200
219
$7K ﹤0.01%
+28
220
$7K ﹤0.01%
170
221
$7K ﹤0.01%
245
222
$7K ﹤0.01%
100
223
$7K ﹤0.01%
500
224
$7K ﹤0.01%
125
225
$6K ﹤0.01%
100
7 8
9
10 11