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
$163M
AUM Growth
+$431K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$635K
3
+$498K
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$465K
5
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$371K

Top Sells

1
+$387K
2
+$347K
3
+$318K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$282K
5
APC
Anadarko Petroleum
APC
+$185K

Sector Composition

1 Healthcare 14.45%
2 Technology 12.87%
3 Energy 11.77%
4 Industrials 10.93%
5 Communication Services 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.08M 4.35%
59,849
+386
2
$6.64M 4.08%
64,321
+968
3
$5.09M 3.13%
69,021
+2,753
4
$4.5M 2.77%
69,832
+86
5
$4.21M 2.59%
40,129
-168
6
$3.64M 2.24%
90,790
+5,645
7
$3.5M 2.15%
153,417
+1,166
8
$3.45M 2.12%
56,952
+460
9
$3.27M 2.01%
57,344
+1,071
10
$3.23M 1.99%
30,824
+1,000
11
$3.22M 1.98%
227,476
-370
12
$3.19M 1.96%
29,748
-567
13
$3.13M 1.92%
122,452
-135
14
$3.08M 1.89%
98,555
+4,950
15
$3.06M 1.88%
144,791
+21,985
16
$2.81M 1.72%
32,776
+180
17
$2.76M 1.69%
32,433
+2,020
18
$2.72M 1.67%
246,045
+5,724
19
$2.67M 1.64%
57,615
+2,331
20
$2.58M 1.59%
17,065
+51
21
$2.47M 1.52%
35,570
-600
22
$2.37M 1.45%
43,519
+2,615
23
$2.35M 1.44%
26,978
-333
24
$2.32M 1.43%
149,500
+40,900
25
$2.29M 1.41%
63,484
+453
1
2 3 4 5