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

Top Buys

1
+$1.49M
2
+$199K
3
+$153K
4
CVX icon
Chevron
CVX
+$148K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$103K

Top Sells

1
+$2.24M
2
+$976K
3
+$823K
4
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$462K
5
SPY icon
State Street 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%
175
252
$10K 0.01%
193
253
$10K 0.01%
65
254
$10K 0.01%
140
255
$10K 0.01%
500
256
$9K ﹤0.01%
110
257
$9K ﹤0.01%
442
258
$9K ﹤0.01%
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259
$9K ﹤0.01%
+200
260
$9K ﹤0.01%
71
261
$8K ﹤0.01%
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-159
262
$8K ﹤0.01%
170
263
$8K ﹤0.01%
255
264
$8K ﹤0.01%
+200
265
$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
271
$6K ﹤0.01%
400
272
$6K ﹤0.01%
100
273
$6K ﹤0.01%
175
274
$6K ﹤0.01%
100
275
$6K ﹤0.01%
600
9 10
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