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
$223M
AUM Growth
+$56.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
414
New
Increased
Reduced
Closed

Top Sells

1 +$822K
2 +$380K
3 +$324K
4
PM icon
Philip Morris
PM
+$322K
5
GLD icon
SPDR Gold Trust
GLD
+$307K

Sector Composition

1 Healthcare 9.64%
2 Industrials 8.83%
3 Technology 8.18%
4 Financials 8.02%
5 Energy 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$6.64M 2.98%
+58,219
2
$6.62M 2.98%
215,578
-4,013
3
$5.33M 2.4%
189,715
+195
4
$4.72M 2.12%
51,650
+270
5
$4.55M 2.05%
59,254
-154
6
$4.44M 1.99%
236,920
+886
7
$4.09M 1.84%
38,527
8
$4.02M 1.81%
102,600
-256
9
$3.87M 1.74%
48,110
-387
10
$3.85M 1.73%
69,154
-93
11
$3.82M 1.72%
210,246
+18
12
$3.37M 1.51%
+193,500
13
$3.24M 1.45%
+131,250
14
$3.22M 1.45%
31,458
-300
15
$3M 1.35%
23,271
-195
16
$2.87M 1.29%
85,070
-675
17
$2.78M 1.25%
37,151
+141
18
$2.72M 1.22%
17,722
-302
19
$2.66M 1.2%
16,646
+1
20
$2.59M 1.16%
20,289
21
$2.57M 1.16%
24,673
+870
22
$2.57M 1.16%
125,775
-551
23
$2.53M 1.14%
19,122
-320
24
$2.48M 1.11%
44,722
25
$2.37M 1.06%
48,693
-1,209