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HFM

Hartford Financial Management Portfolio holdings

AUM $392M
1-Year Est. Return 21.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$300M
AUM Growth
+$6.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$555K
3
+$497K
4
KEY icon
KeyCorp
KEY
+$494K
5
WBS icon
Webster Financial
WBS
+$432K

Top Sells

1
+$1.27M
2
+$1.2M
3
+$534K
4
T icon
AT&T
T
+$131K
5
BAX icon
Baxter International
BAX
+$122K

Sector Composition

1 Industrials 17.4%
2 Technology 11.4%
3 Healthcare 11.12%
4 Consumer Staples 10.2%
5 Financials 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$2K ﹤0.01%
14
352
$2K ﹤0.01%
51
353
$1K ﹤0.01%
40
354
$1K ﹤0.01%
10
-490
355
$1K ﹤0.01%
40
356
$1K ﹤0.01%
20
357
$1K ﹤0.01%
70
358
– –
0
359
$1K ﹤0.01%
1
360
$1K ﹤0.01%
45
361
$1K ﹤0.01%
+26
362
– –
-10
363
– –
-1,320
364
– –
-100
365
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366
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367
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-12,000
368
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369
– –
-6,500
370
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-25
371
– –
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372
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373
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-239
374
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-300
375
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-50
12 13 14
15
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