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
$293M
AUM Growth
+$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$600K
3
+$597K
4
AAPL icon
Apple
AAPL
+$554K
5
CMCSA icon
Comcast
CMCSA
+$542K

Top Sells

1
+$3.64M
2
+$1.28M
3
+$929K
4
RSPH icon
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
+$640K
5
ADP icon
Automatic Data Processing
ADP
+$555K

Sector Composition

1 Industrials 17.44%
2 Healthcare 11.53%
3 Technology 10.99%
4 Consumer Staples 9.96%
5 Financials 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.54M 2.92%
278,035
+13,238
2
$8.2M 2.8%
328,677
+2,625
3
$8.14M 2.78%
53,937
+170
4
$7.72M 2.64%
76,292
+1,783
5
$6.3M 2.15%
77,640
+958
6
$6.17M 2.11%
52,352
+3,446
7
$6.03M 2.06%
112,225
+586
8
$5.72M 1.96%
168,104
+1,327
9
$5.3M 1.81%
66,320
-4
10
$5.08M 1.74%
31,985
+209
11
$4.97M 1.7%
44,759
+11,164
12
$4.89M 1.67%
25,468
+1,194
13
$4.83M 1.65%
19,940
+75
14
$4.79M 1.64%
34,232
+356
15
$4.53M 1.55%
42,093
+725
16
$4.43M 1.52%
36,008
+696
17
$4.21M 1.44%
267,633
+19,187
18
$4.17M 1.42%
40,000
19
$4.15M 1.42%
35,459
-625
20
$4.04M 1.38%
32,965
+386
21
$3.86M 1.32%
37,111
-860
22
$3.81M 1.3%
76,500
23
$3.8M 1.3%
30,658
-311
24
$3.69M 1.26%
45,633
+757
25
$3.42M 1.17%
25,252
+257
1
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