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
$150M
AUM Growth
-$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.7M
3
+$1.31M
4
BXLT
BAXALTA INC COM STK (DE)
BXLT
+$442K
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$323K

Top Sells

1
+$2.23M
2
+$2.06M
3
+$757K
4
EMC
EMC CORPORATION
EMC
+$737K
5
VZ icon
Verizon
VZ
+$586K

Sector Composition

1 Healthcare 14.25%
2 Technology 10.61%
3 Energy 10.18%
4 Consumer Staples 10.02%
5 Industrials 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5K ﹤0.01%
100
-10
227
$5K ﹤0.01%
176
228
$4K ﹤0.01%
112
229
$4K ﹤0.01%
733
230
$4K ﹤0.01%
100
231
$3K ﹤0.01%
157
232
$3K ﹤0.01%
125
233
$3K ﹤0.01%
30
234
$3K ﹤0.01%
50
235
$3K ﹤0.01%
88
236
$3K ﹤0.01%
24
237
$3K ﹤0.01%
1,100
+1,000
238
$3K ﹤0.01%
166
239
$2K ﹤0.01%
+175
240
$2K ﹤0.01%
+300
241
$2K ﹤0.01%
112
242
$2K ﹤0.01%
40
243
$2K ﹤0.01%
224
244
$2K ﹤0.01%
50
245
$2K ﹤0.01%
18
246
$2K ﹤0.01%
70
247
$1K ﹤0.01%
16
248
$1K ﹤0.01%
+600
249
$1K ﹤0.01%
250
250
$1K ﹤0.01%
14
8 9
10
11 12