HFM

Hartford Financial Management Portfolio holdings

AUM $385M
1-Year Est. Return 20.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.82%
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
301
– –
-12,000
302
– –
-40
303
– –
-1,051
304
– –
-2,000
305
– –
-10,122
306
– –
-1,900
307
– –
-157
308
– –
-2,977
309
– –
-280
310
– –
-600
311
– –
-17,462
9 10 11 12
13