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
201
$64K 0.02%
150
202
$63K 0.02%
1,971
203
$60K 0.02%
12,300
+2,300
204
$59K 0.02%
1,377
205
$59K 0.02%
280
206
$57K 0.02%
1,000
207
$55K 0.02%
48,010
208
$55K 0.02%
1,178
+25
209
$55K 0.02%
774
210
$54K 0.02%
2,510
211
$52K 0.02%
673
-47,126
212
$52K 0.02%
5,326
213
$52K 0.02%
300
214
$50K 0.02%
675
215
$47K 0.02%
500
-85
216
$46K 0.02%
3,600
217
$45K 0.02%
520
218
$44K 0.02%
600
219
$44K 0.02%
1,168
220
$44K 0.02%
2,491
-179
221
$42K 0.01%
2,200
222
$41K 0.01%
520
223
– –
0
224
$40K 0.01%
760
225
$39K 0.01%
1,400
7 8
9
10 11