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
$204M
AUM Growth
+$6.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1
+$437K
2
+$239K
3
+$109K
4
ENB icon
Enbridge
ENB
+$101K
5
WMB icon
Williams Companies
WMB
+$97.5K

Top Sells

1
+$572K
2
+$410K
3
+$353K
4
CVS icon
CVS Health
CVS
+$284K
5
CVX icon
Chevron
CVX
+$267K

Sector Composition

1 Healthcare 10.91%
2 Industrials 10.68%
3 Technology 10.28%
4 Financials 9.97%
5 Energy 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
– –
-280
377
– –
-560
378
– –
-390
379
– –
-2,314
380
– –
-100
381
– –
-240
382
– –
-2,500
12 13 14 15
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