HFM

Hartford Financial Management Portfolio holdings

AUM $385M
1-Year Est. Return 20.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.82%
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
+$3.03M
2
+$1.1M
3
+$831K
4
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$575K
5
MDT icon
Medtronic
MDT
+$537K

Top Sells

1
+$1.12M
2
+$396K
3
+$306K
4
CI icon
Cigna
CI
+$244K
5
SWK icon
Stanley Black & Decker
SWK
+$219K

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
251
$3K ﹤0.01%
+5
252
$2K ﹤0.01%
+70
253
$2K ﹤0.01%
+25
254
$2K ﹤0.01%
+112
255
$2K ﹤0.01%
+20
256
$2K ﹤0.01%
+250
257
$1K ﹤0.01%
+28
258
$1K ﹤0.01%
+87
259
$1K ﹤0.01%
+50
260
$1K ﹤0.01%
+100
261
$1K ﹤0.01%
+14
262
$1K ﹤0.01%
+1
263
$1K ﹤0.01%
+200
264
$1K ﹤0.01%
+550
265
$1K ﹤0.01%
+16
266
– –
-33,000
267
– –
-49,187
7 8 9 10
11