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
251
$10K 0.01%
65
252
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140
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$10K 0.01%
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$10K 0.01%
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255
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175
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$9K ﹤0.01%
110
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$9K ﹤0.01%
442
258
$9K ﹤0.01%
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259
$9K ﹤0.01%
+200
260
$9K ﹤0.01%
71
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262
$8K ﹤0.01%
170
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$8K ﹤0.01%
255
264
$8K ﹤0.01%
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$8K ﹤0.01%
287
266
$8K ﹤0.01%
58
267
$7K ﹤0.01%
176
268
$7K ﹤0.01%
+425
269
$7K ﹤0.01%
130
270
$7K ﹤0.01%
74
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$6K ﹤0.01%
100
272
$6K ﹤0.01%
600
273
$6K ﹤0.01%
115
274
$6K ﹤0.01%
137
275
$6K ﹤0.01%
400
9 10
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