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
276
$2K ﹤0.01%
30
277
$2K ﹤0.01%
25
278
$2K ﹤0.01%
+86
279
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+65
280
$2K ﹤0.01%
20
281
$2K ﹤0.01%
3,000
282
$2K ﹤0.01%
+51
283
$2K ﹤0.01%
+189
284
$2K ﹤0.01%
50
285
$1K ﹤0.01%
50
286
$1K ﹤0.01%
+145
287
$1K ﹤0.01%
70
288
$1K ﹤0.01%
28
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$1K ﹤0.01%
200
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290
$1K ﹤0.01%
190
291
$1K ﹤0.01%
18
292
$1K ﹤0.01%
224
293
$1K ﹤0.01%
100
294
$1K ﹤0.01%
+25
295
$1K ﹤0.01%
14
296
$1K ﹤0.01%
16
297
$1K ﹤0.01%
+115
298
– –
-40
299
– –
-600
300
– –
-12,000
9 10 11
12
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