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
$198M
AUM Growth
-$6.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$192K
3
+$141K
4
C icon
Citigroup
C
+$137K
5
AEP icon
American Electric Power
AEP
+$103K

Top Sells

1
+$2.24M
2
+$976K
3
+$812K
4
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$462K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$293K

Sector Composition

1 Healthcare 10.88%
2 Technology 10.85%
3 Industrials 10.7%
4 Financials 10.38%
5 Energy 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$17K 0.01%
704
+100
227
$17K 0.01%
420
228
$16K 0.01%
96
229
$15K 0.01%
160
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$15K 0.01%
240
+1
231
$15K 0.01%
360
232
$15K 0.01%
162
233
$15K 0.01%
+600
234
$15K 0.01%
475
235
$14K 0.01%
175
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$14K 0.01%
174
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$14K 0.01%
504
238
$14K 0.01%
300
239
$13K 0.01%
500
240
$13K 0.01%
99
241
$13K 0.01%
100
242
$13K 0.01%
96
243
$13K 0.01%
+64
244
$13K 0.01%
300
245
$12K 0.01%
50
246
$11K 0.01%
68
247
$11K 0.01%
185
248
$11K 0.01%
+159
249
$10K 0.01%
70
250
$10K 0.01%
193
8 9
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