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

Top Buys

1
+$6.73M
2
+$1.81M
3
+$682K
4
V icon
Visa
V
+$415K
5
NKE icon
Nike
NKE
+$349K

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
301
$3K ﹤0.01%
733
302
$3K ﹤0.01%
52
303
$3K ﹤0.01%
160
304
$3K ﹤0.01%
50
305
– –
0
306
$3K ﹤0.01%
189
307
$3K ﹤0.01%
+57
308
$2K ﹤0.01%
25
309
$2K ﹤0.01%
+10
310
$2K ﹤0.01%
+2,000
311
$2K ﹤0.01%
70
312
$2K ﹤0.01%
190
313
$2K ﹤0.01%
+224
314
$2K ﹤0.01%
87
315
$2K ﹤0.01%
+116
316
$2K ﹤0.01%
47
317
$2K ﹤0.01%
67
318
$2K ﹤0.01%
145
319
$2K ﹤0.01%
37
320
$2K ﹤0.01%
43
321
$2K ﹤0.01%
250
322
$2K ﹤0.01%
75
323
$2K ﹤0.01%
10
324
$1K ﹤0.01%
13
325
$1K ﹤0.01%
+100
11 12
13
14 15