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
251
$4K ﹤0.01%
+137
252
$4K ﹤0.01%
125
253
$4K ﹤0.01%
+57
254
$4K ﹤0.01%
281
-445
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$4K ﹤0.01%
+100
256
$4K ﹤0.01%
175
257
$4K ﹤0.01%
85
258
$3K ﹤0.01%
166
259
$3K ﹤0.01%
+36
260
$3K ﹤0.01%
100
261
$3K ﹤0.01%
+42
262
$3K ﹤0.01%
+54
263
$3K ﹤0.01%
+115
264
$3K ﹤0.01%
112
265
$3K ﹤0.01%
300
266
$3K ﹤0.01%
733
267
$3K ﹤0.01%
+160
268
$3K ﹤0.01%
200
269
$3K ﹤0.01%
+175
270
$3K ﹤0.01%
250
271
$3K ﹤0.01%
130
272
$2K ﹤0.01%
50
-50
273
$2K ﹤0.01%
+80
274
$2K ﹤0.01%
+68
275
$2K ﹤0.01%
50
9 10
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