HFM

Hartford Financial Management Portfolio holdings

AUM $385M
1-Year Est. Return 20.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$154M
AUM Growth
+$9.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$357K
2
+$254K
3
+$236K
4
OKE icon
Oneok
OKE
+$138K
5
WBS icon
Webster Financial
WBS
+$107K

Top Sells

1
+$451K
2
+$419K
3
+$227K
4
LINE
LINN ENERGY LLC COM UTS REP LTD LIABILITY CO INTS
LINE
+$220K
5
COF icon
Capital One
COF
+$137K

Sector Composition

1 Energy 14.05%
2 Technology 12.96%
3 Healthcare 12.12%
4 Industrials 11.09%
5 Communication Services 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5K ﹤0.01%
283
227
$5K ﹤0.01%
100
228
$4K ﹤0.01%
166
-1
229
$4K ﹤0.01%
43
230
$4K ﹤0.01%
4
231
$4K ﹤0.01%
100
232
$4K ﹤0.01%
50
233
$4K ﹤0.01%
75
234
$3K ﹤0.01%
40
235
$3K ﹤0.01%
57
236
$3K ﹤0.01%
157
237
$3K ﹤0.01%
84
238
$2K ﹤0.01%
240
239
$2K ﹤0.01%
100
240
$2K ﹤0.01%
50
241
$2K ﹤0.01%
224
242
$2K ﹤0.01%
112
243
$2K ﹤0.01%
20
244
$2K ﹤0.01%
50
245
$2K ﹤0.01%
14
246
$2K ﹤0.01%
+200
247
$2K ﹤0.01%
+400
248
$2K ﹤0.01%
50
249
$1K ﹤0.01%
29
250
$1K ﹤0.01%
16
8 9
10
11 12