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