HFM

Hartford Financial Management Portfolio holdings

AUM $385M
1-Year Est. Return 20.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$171M
AUM Growth
+$8.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$2.97M
2
+$1.03M
3
+$795K
4
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$538K
5
MDT icon
Medtronic
MDT
+$520K

Top Sells

1
+$1.12M
2
+$383K
3
+$312K
4
CI icon
Cigna
CI
+$265K
5
SWK icon
Stanley Black & Decker
SWK
+$226K

Sector Composition

1 Healthcare 14.55%
2 Technology 11.45%
3 Energy 11.11%
4 Industrials 10.42%
5 Communication Services 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$6K ﹤0.01%
+66
227
$6K ﹤0.01%
+733
228
$6K ﹤0.01%
+130
229
$5K ﹤0.01%
+176
230
$5K ﹤0.01%
+240
231
$5K ﹤0.01%
+137
232
$5K ﹤0.01%
+100
233
$5K ﹤0.01%
+112
234
$5K ﹤0.01%
+140
235
$5K ﹤0.01%
+112
236
$4K ﹤0.01%
+157
237
$4K ﹤0.01%
+82
238
$4K ﹤0.01%
+40
239
$4K ﹤0.01%
+100
240
$4K ﹤0.01%
+24
241
$4K ﹤0.01%
+166
242
$3K ﹤0.01%
+5
243
$3K ﹤0.01%
+125
244
$3K ﹤0.01%
+30
245
$3K ﹤0.01%
+224
246
$3K ﹤0.01%
+50
247
$3K ﹤0.01%
+50
248
$3K ﹤0.01%
+127
249
$3K ﹤0.01%
+190
250
$3K ﹤0.01%
+88
7 8 9
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