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
251
$10K 0.01%
193
252
$10K 0.01%
233
253
$10K 0.01%
+110
254
$10K 0.01%
287
255
$10K 0.01%
805
256
$10K 0.01%
210
257
$10K 0.01%
162
258
$9K 0.01%
155
259
$9K 0.01%
110
260
$9K 0.01%
1,050
261
$9K 0.01%
140
262
$9K 0.01%
175
263
$9K 0.01%
70
264
$9K 0.01%
64
265
$9K 0.01%
58
266
$8K ﹤0.01%
65
267
$8K ﹤0.01%
+78
268
$8K ﹤0.01%
125
269
$8K ﹤0.01%
415
270
$8K ﹤0.01%
500
271
$7K ﹤0.01%
74
272
$7K ﹤0.01%
442
273
$7K ﹤0.01%
240
274
$7K ﹤0.01%
137
275
$7K ﹤0.01%
170
9 10
11
12 13