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
$169M
AUM Growth
+$4.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$3.82M
2
+$356K
3
+$349K
4
SO icon
Southern Company
SO
+$204K
5
AEP icon
American Electric Power
AEP
+$185K

Top Sells

1
+$597K
2
+$508K
3
+$393K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$340K
5
INTC icon
Intel
INTC
+$290K

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
301
$2K ﹤0.01%
25
302
$2K ﹤0.01%
50
303
$2K ﹤0.01%
87
304
$2K ﹤0.01%
47
-2,132
305
$2K ﹤0.01%
232
306
$1K ﹤0.01%
18
307
$1K ﹤0.01%
+10
308
$1K ﹤0.01%
+40
309
– –
0
310
$1K ﹤0.01%
1
311
$1K ﹤0.01%
+200
312
$1K ﹤0.01%
+32
313
$1K ﹤0.01%
+16
314
– –
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315
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-823
318
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-1,056
320
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321
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322
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323
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324
– –
-5,000
325
– –
-145
10 11 12
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