HFM

Hartford Financial Management Portfolio holdings

AUM $392M
1-Year Est. Return 21.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.9%
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
+$1.01M
2
+$361K
3
+$288K
4
SE
Spectra Energy Corp Wi
SE
+$273K
5
MPC icon
Marathon Petroleum
MPC
+$243K

Top Sells

1
+$833K
2
+$549K
3
+$310K
4
COP icon
ConocoPhillips
COP
+$270K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$241K

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%
50
-50
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+80
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50
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283
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20
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286
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50
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100
292
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+25
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18
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224
297
$1K ﹤0.01%
+115
298
– –
-600
299
– –
-12,000
300
– –
-40
9 10 11
12
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