HFM

Hartford Financial Management Portfolio holdings

AUM $366M
1-Year Est. Return 15.58%
This Quarter Est. Return
1 Year Est. Return
+15.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$169M
AUM Growth
+$4.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$3.74M
2
+$369K
3
+$348K
4
SO icon
Southern Company
SO
+$204K
5
AEP icon
American Electric Power
AEP
+$189K

Top Sells

1
+$597K
2
+$471K
3
+$434K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$344K
5
INTC icon
Intel
INTC
+$294K

Sector Composition

1 Healthcare 12.1%
2 Financials 10.49%
3 Industrials 10.25%
4 Energy 10%
5 Technology 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$5K ﹤0.01%
43
277
$5K ﹤0.01%
175
278
$4K ﹤0.01%
50
279
$4K ﹤0.01%
102
280
$4K ﹤0.01%
484
281
$3K ﹤0.01%
50
282
$3K ﹤0.01%
190
283
$3K ﹤0.01%
67
284
$3K ﹤0.01%
20
285
$3K ﹤0.01%
25
286
$3K ﹤0.01%
733
287
$3K ﹤0.01%
3,000
288
$3K ﹤0.01%
52
289
$3K ﹤0.01%
+160
290
$3K ﹤0.01%
189
291
$2K ﹤0.01%
70
292
$2K ﹤0.01%
25
293
$2K ﹤0.01%
25
294
$2K ﹤0.01%
50
295
$2K ﹤0.01%
87
296
$2K ﹤0.01%
47
-2,132
297
$2K ﹤0.01%
145
298
$2K ﹤0.01%
37
-25
299
$2K ﹤0.01%
25
300
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