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
$166M
AUM Growth
-$2.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$6.75M
2
+$1.79M
3
+$684K
4
V icon
Visa
V
+$428K
5
NKE icon
Nike
NKE
+$351K

Top Sells

1
+$5.36M
2
+$3.08M
3
+$2.87M
4
SE
Spectra Energy Corp Wi
SE
+$1.63M
5
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$1.11M

Sector Composition

1 Healthcare 12.29%
2 Industrials 11%
3 Technology 10.69%
4 Energy 10.6%
5 Financials 10.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$16K 0.01%
287
227
$15K 0.01%
+96
228
$15K 0.01%
530
+8
229
$15K 0.01%
185
230
$15K 0.01%
590
231
$14K 0.01%
184
232
$14K 0.01%
96
233
$13K 0.01%
300
234
$13K 0.01%
237
+1
235
$13K 0.01%
324
236
$13K 0.01%
99
237
$13K 0.01%
200
238
$13K 0.01%
80
-66
239
$13K 0.01%
400
-100
240
$13K 0.01%
500
241
$13K 0.01%
+705
242
$13K 0.01%
420
243
$13K 0.01%
300
244
$12K 0.01%
68
245
$12K 0.01%
114
246
$12K 0.01%
175
247
$11K 0.01%
159
248
$11K 0.01%
211
+3
249
$11K 0.01%
728
250
$10K 0.01%
160
8 9
10
11 12