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
$166M
AUM Growth
-$2.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$6.75M
2
+$1.79M
3
+$684K
4
V icon
Visa
V
+$428K
5
NKE icon
Nike
NKE
+$351K

Top Sells

1
+$5.36M
2
+$3.08M
3
+$2.87M
4
SE
Spectra Energy Corp Wi
SE
+$1.63M
5
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$1.11M

Sector Composition

1 Healthcare 12.29%
2 Industrials 11%
3 Technology 10.69%
4 Energy 10.6%
5 Financials 10.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$7K ﹤0.01%
71
277
$7K ﹤0.01%
417
278
$7K ﹤0.01%
261
279
$6K ﹤0.01%
176
280
$6K ﹤0.01%
111
281
$6K ﹤0.01%
100
-86
282
$6K ﹤0.01%
5
283
$6K ﹤0.01%
+130
284
$6K ﹤0.01%
476
285
$6K ﹤0.01%
400
286
$5K ﹤0.01%
100
287
$5K ﹤0.01%
321
+6
288
$5K ﹤0.01%
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$5K ﹤0.01%
304
290
$5K ﹤0.01%
175
291
$5K ﹤0.01%
175
292
$5K ﹤0.01%
+85
293
$4K ﹤0.01%
188
294
$4K ﹤0.01%
500
295
$4K ﹤0.01%
102
296
$4K ﹤0.01%
3,000
297
$4K ﹤0.01%
+226
298
$4K ﹤0.01%
484
299
$3K ﹤0.01%
50
300
$3K ﹤0.01%
20
10 11
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