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
326
$1K ﹤0.01%
25
327
$1K ﹤0.01%
50
328
$1K ﹤0.01%
25
329
$1K ﹤0.01%
+14
330
$1K ﹤0.01%
13
331
$1K ﹤0.01%
+100
332
$1K ﹤0.01%
232
333
– –
-1,099
334
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-476
335
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336
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-58,976
337
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338
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-250
339
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340
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341
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347
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-196,980
348
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349
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-5,052
350
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-124
11 12 13
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