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
-$2.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1 +$6.75M
2 +$1.79M
3 +$684K
4
V icon
Visa
V
+$428K
5
NKE icon
Nike
NKE
+$351K

Top Sells

1 +$5.36M
2 +$3.08M
3 +$2.87M
4
SE
Spectra Energy Corp Wi
SE
+$1.63M
5
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$1.11M

Sector Composition

1 Healthcare 12.29%
2 Industrials 11%
3 Technology 10.69%
4 Energy 10.6%
5 Financials 10.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$6.75M 4.07%
+219,591
2
$4.67M 2.82%
189,520
-211
3
$4.51M 2.72%
51,380
-4,030
4
$4.37M 2.63%
38,527
+1
5
$4.2M 2.53%
236,034
+232
6
$4.2M 2.53%
59,408
-3,910
7
$3.98M 2.4%
102,856
+2,382
8
$3.81M 2.29%
48,497
-9,680
9
$3.77M 2.27%
69,247
+1,223
10
$3.26M 1.97%
210,228
-879
11
$3.25M 1.96%
31,758
+100
12
$3.09M 1.86%
85,745
-300
13
$3.09M 1.86%
23,466
-95
14
$2.85M 1.72%
126,326
-453
15
$2.81M 1.69%
37,010
-4,624
16
$2.79M 1.68%
16,645
17
$2.65M 1.59%
18,024
-139
18
$2.56M 1.54%
23,803
-2,075
19
$2.49M 1.5%
44,722
20
$2.43M 1.46%
20,289
-26
21
$2.42M 1.46%
19,442
+625
22
$2.38M 1.44%
29,688
23
$2.34M 1.41%
28,592
-179
24
$2.25M 1.35%
52,162
-5,047
25
$2.22M 1.34%
49,902
-3,177