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
$198M
AUM Growth
-$6.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$199K
3
+$153K
4
CVX icon
Chevron
CVX
+$148K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$103K

Top Sells

1
+$2.24M
2
+$976K
3
+$823K
4
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$462K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$293K

Sector Composition

1 Healthcare 10.88%
2 Technology 10.85%
3 Industrials 10.7%
4 Financials 10.38%
5 Energy 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$1K ﹤0.01%
+100
327
$1K ﹤0.01%
+100
328
$1K ﹤0.01%
14
329
$1K ﹤0.01%
+45
330
– –
0
331
$1K ﹤0.01%
37
332
$1K ﹤0.01%
32
333
$1K ﹤0.01%
167
334
– –
-2
335
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-35
336
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-240
337
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-743
338
– –
-2,457
339
– –
-65,720
340
– –
-300
341
– –
-1,100
342
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-600
343
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-700
344
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-733
345
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-226
346
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-43
347
– –
-590
348
– –
-6,935
349
– –
-250
350
– –
-1,600
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14
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