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
$162M
AUM Growth
-$4.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$320K
2
+$268K
3
+$263K
4
APA icon
APA Corp
APA
+$225K
5
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$212K

Top Sells

1
+$1.66M
2
+$1.32M
3
+$1.24M
4
LINE
LINN ENERGY LLC COM UTS REP LTD LIABILITY CO INTS
LINE
+$1.05M
5
PCH icon
PotlatchDeltic
PCH
+$937K

Sector Composition

1 Healthcare 14.13%
2 Technology 13.58%
3 Energy 12.58%
4 Industrials 11.02%
5 Consumer Staples 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.1M 3.76%
63,353
-18
2
$6.07M 3.74%
59,463
-700
3
$4.79M 2.95%
66,268
-750
4
$4.12M 2.54%
69,746
+256
5
$3.79M 2.34%
40,297
-359
6
$3.65M 2.25%
122,587
-3,445
7
$3.54M 2.18%
56,492
+100
8
$3.5M 2.16%
30,315
-517
9
$3.4M 2.09%
93,605
-287
10
$3.36M 2.07%
85,145
+6,680
11
$3.35M 2.06%
29,824
+2,850
12
$3.25M 2%
152,251
-2,279
13
$3.24M 2%
56,273
+298
14
$3.17M 1.95%
227,846
+1,077
15
$2.9M 1.79%
240,321
+3,390
16
$2.81M 1.73%
30,413
+2,901
17
$2.72M 1.67%
32,596
-4,531
18
$2.69M 1.66%
36,170
-3,000
19
$2.67M 1.64%
122,806
+3,076
20
$2.49M 1.53%
55,284
-995
21
$2.41M 1.49%
17,014
22
$2.29M 1.41%
63,031
+103
23
$2.28M 1.4%
32,479
-105
24
$2.24M 1.38%
40,904
+1,450
25
$2.18M 1.34%
56,782
-2,795
1
2 3 4 5