HFM

Hartford Financial Management Portfolio holdings

AUM $392M
1-Year Est. Return 21.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$145M
AUM Growth
+$379K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$991K
3
+$229K
4
PVR
PVR PARTNERS L P COM UNIT REPTG LTD PARTNERSHIP INT
PVR
+$151K
5
ABT icon
Abbott
ABT
+$118K

Top Sells

1
+$2.25M
2
+$892K
3
+$549K
4
SCG
Scana
SCG
+$547K
5
D icon
Dominion Energy
D
+$528K

Sector Composition

1 Energy 13.52%
2 Technology 12.64%
3 Healthcare 11.3%
4 Industrials 10.82%
5 Communication Services 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5K ﹤0.01%
320
227
$5K ﹤0.01%
+150
228
$5K ﹤0.01%
+240
229
$5K ﹤0.01%
107
-106
230
$5K ﹤0.01%
600
231
$5K ﹤0.01%
64
232
$5K ﹤0.01%
120
233
$5K ﹤0.01%
162
234
$5K ﹤0.01%
138
235
$4K ﹤0.01%
43
236
$4K ﹤0.01%
100
237
$4K ﹤0.01%
137
238
$4K ﹤0.01%
100
239
$4K ﹤0.01%
100
240
$4K ﹤0.01%
+110
241
$4K ﹤0.01%
283
242
$4K ﹤0.01%
100
243
$4K ﹤0.01%
357
244
$3K ﹤0.01%
167
245
$3K ﹤0.01%
84
246
$3K ﹤0.01%
100
247
$3K ﹤0.01%
100
-1,650
248
$3K ﹤0.01%
50
249
$3K ﹤0.01%
40
250
$3K ﹤0.01%
75
8 9
10
11 12