HFM

Hartford Financial Management Portfolio holdings

AUM $385M
1-Year Est. Return 20.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.83%
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
+$192K
3
+$141K
4
C icon
Citigroup
C
+$137K
5
AEP icon
American Electric Power
AEP
+$103K

Top Sells

1
+$2.24M
2
+$976K
3
+$812K
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%
62
327
$1K ﹤0.01%
40
328
$1K ﹤0.01%
25
329
$1K ﹤0.01%
+50
330
$1K ﹤0.01%
+10
331
$1K ﹤0.01%
20
332
$1K ﹤0.01%
+60
333
$1K ﹤0.01%
45
334
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-97,542
335
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-57
336
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-1,600
337
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-250
338
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339
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340
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-733
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345
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346
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347
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-65,720
348
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349
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-743
350
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-240
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