HFM

Hartford Financial Management Portfolio holdings

AUM $378M
1-Year Est. Return 16.92%
This Quarter Est. Return
1 Year Est. Return
+16.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$161M
AUM Growth
+$637K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$378K
3
+$298K
4
SE
Spectra Energy Corp Wi
SE
+$296K
5
MPC icon
Marathon Petroleum
MPC
+$238K

Top Sells

1
+$833K
2
+$569K
3
+$335K
4
COP icon
ConocoPhillips
COP
+$286K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$259K

Sector Composition

1 Healthcare 14.53%
2 Consumer Staples 10.18%
3 Technology 10.12%
4 Industrials 9.84%
5 Energy 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7K ﹤0.01%
+700
227
$7K ﹤0.01%
175
-50
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71
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$7K ﹤0.01%
+123
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$7K ﹤0.01%
500
231
$6K ﹤0.01%
+144
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$6K ﹤0.01%
322
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$6K ﹤0.01%
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$6K ﹤0.01%
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$6K ﹤0.01%
100
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112
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415
240
$6K ﹤0.01%
400
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241
$6K ﹤0.01%
654
+153
242
$5K ﹤0.01%
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243
$5K ﹤0.01%
30
244
$5K ﹤0.01%
+400
245
$5K ﹤0.01%
+143
246
$5K ﹤0.01%
+363
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$5K ﹤0.01%
70
248
$5K ﹤0.01%
+500
249
$5K ﹤0.01%
+74
250
$4K ﹤0.01%
+96
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