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
$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%
1
354
$1K ﹤0.01%
45
355
$1K ﹤0.01%
+26
356
$1K ﹤0.01%
40
357
$1K ﹤0.01%
10
-490
358
$1K ﹤0.01%
40
359
$1K ﹤0.01%
20
360
$1K ﹤0.01%
70
361
– –
0
362
– –
-45
363
– –
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364
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-200
365
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-334
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-10
367
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368
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369
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-360
370
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371
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372
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373
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-12,000
374
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-200
375
– –
-6,500
12 13 14
15
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