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
1
$5.88M 3.57%
58,956
-204
2
$5.35M 3.25%
60,151
-102
3
$4.26M 2.59%
190,289
+678
4
$4.21M 2.56%
65,880
-286
5
$3.78M 2.3%
56,810
-596
6
$3.72M 2.26%
69,080
-833
7
$3.58M 2.18%
38,573
+101
8
$3.55M 2.16%
94,145
-1,128
9
$3.25M 1.98%
149,662
-746
10
$3.1M 1.88%
199,320
+260
11
$2.96M 1.8%
23,456
-146
12
$2.9M 1.76%
41,763
-13,397
13
$2.87M 1.75%
236,106
+1,750
14
$2.84M 1.73%
32,208
-333
15
$2.81M 1.71%
27,306
-1,468
16
$2.57M 1.56%
133,070
-19,929
17
$2.55M 1.55%
16,744
+1
18
$2.51M 1.53%
57,272
+18
19
$2.51M 1.53%
28,770
-477
20
$2.39M 1.45%
56,437
-1,261
21
$2.35M 1.43%
21,162
22
$2.34M 1.42%
18,162
+2
23
$2.33M 1.42%
19,736
-294
24
$2.21M 1.34%
217,866
-6,558
25
$2.13M 1.3%
69,551
-715
1
2 3 4 5