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

Top Buys

1
+$1.49M
2
+$192K
3
+$141K
4
C icon
Citigroup
C
+$137K
5
AEP icon
American Electric Power
AEP
+$103K

Top Sells

1
+$2.24M
2
+$976K
3
+$812K
4
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$462K
5
SPY icon
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
276
$6K ﹤0.01%
100
277
$6K ﹤0.01%
175
278
$5K ﹤0.01%
+30
279
$5K ﹤0.01%
+200
280
$5K ﹤0.01%
167
281
$5K ﹤0.01%
+80
282
$5K ﹤0.01%
175
283
$5K ﹤0.01%
476
284
$4K ﹤0.01%
111
285
$4K ﹤0.01%
145
286
$4K ﹤0.01%
+290
287
$3K ﹤0.01%
2,000
288
$3K ﹤0.01%
111
289
$3K ﹤0.01%
30
290
$3K ﹤0.01%
+7
291
$3K ﹤0.01%
20
292
$3K ﹤0.01%
100
-1,000
293
$3K ﹤0.01%
335
294
$3K ﹤0.01%
73
295
$3K ﹤0.01%
3,000
296
$3K ﹤0.01%
189
297
$3K ﹤0.01%
483
-250
298
$2K ﹤0.01%
+70
299
$2K ﹤0.01%
50
300
$2K ﹤0.01%
70
10 11
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