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

Top Sells

1
+$4.64M
2
+$2.07M
3
+$931K
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$385K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$258K

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
201
$16K 0.01%
127
202
$16K 0.01%
+500
203
$16K 0.01%
415
204
$15K 0.01%
400
205
$14K 0.01%
290
+146
206
$14K 0.01%
185
+93
207
$14K 0.01%
417
208
$13K 0.01%
92
209
$13K 0.01%
515
+6
210
$13K 0.01%
200
-100
211
$13K 0.01%
174
212
$13K 0.01%
186
-195
213
$13K 0.01%
1,000
214
$12K 0.01%
300
215
$12K 0.01%
184
216
$12K 0.01%
476
217
$12K 0.01%
68
218
$12K 0.01%
99
219
$12K 0.01%
+159
220
$12K 0.01%
500
221
$12K 0.01%
300
222
$12K 0.01%
175
223
$11K 0.01%
540
224
$11K 0.01%
235
+1
225
$11K 0.01%
140
7 8
9
10 11