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
$166M
AUM Growth
+$5.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$372K
2
+$295K
3
+$211K
4
MSFT icon
Microsoft
MSFT
+$193K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$179K

Top Sells

1
+$560K
2
+$209K
3
+$169K
4
CVX icon
Chevron
CVX
+$127K
5
WRK
WestRock Company
WRK
+$119K

Sector Composition

1 Healthcare 14.71%
2 Consumer Staples 10.1%
3 Technology 9.86%
4 Industrials 9.69%
5 Energy 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.77M 3.47%
60,253
-46
2
$5.29M 3.18%
59,160
+285
3
$5.14M 3.09%
69,913
-394
4
$4.64M 2.79%
116,281
+7,391
5
$4.27M 2.57%
66,166
-678
6
$3.76M 2.26%
38,472
-100
7
$3.74M 2.25%
55,160
-275
8
$3.64M 2.19%
189,611
+5,619
9
$3.57M 2.15%
57,406
-475
10
$3.31M 1.99%
150,408
-775
11
$3.24M 1.95%
23,602
-245
12
$3.12M 1.88%
95,273
-1,100
13
$3.07M 1.85%
152,999
-341
14
$3.02M 1.82%
28,774
-1,214
15
$3M 1.81%
199,060
+3,510
16
$2.99M 1.8%
32,541
-300
17
$2.74M 1.65%
29,247
-949
18
$2.63M 1.58%
16,743
19
$2.6M 1.57%
57,254
-348
20
$2.59M 1.56%
234,356
+1
21
$2.43M 1.46%
20,030
-195
22
$2.35M 1.41%
21,162
-262
23
$2.32M 1.39%
18,160
-373
24
$2.29M 1.38%
70,266
-1,899
25
$2.27M 1.36%
57,698
-102
1
2 3 4 5