HFM

Hartford Financial Management Portfolio holdings

AUM $378M
1-Year Est. Return 16.92%
This Quarter Est. Return
1 Year Est. Return
+16.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$161M
AUM Growth
+$637K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$378K
3
+$298K
4
SE
Spectra Energy Corp Wi
SE
+$296K
5
MPC icon
Marathon Petroleum
MPC
+$238K

Top Sells

1
+$833K
2
+$569K
3
+$335K
4
COP icon
ConocoPhillips
COP
+$286K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$259K

Sector Composition

1 Healthcare 14.53%
2 Consumer Staples 10.18%
3 Technology 10.12%
4 Industrials 9.84%
5 Energy 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.19M 1.36%
20,225
+51
27
$2.15M 1.34%
44,445
+601
28
$2.13M 1.33%
72,165
+2,860
29
$1.95M 1.21%
226,644
-24,783
30
$1.92M 1.2%
62,078
+37,840
31
$1.92M 1.2%
30,364
+300
32
$1.83M 1.14%
22,302
+200
33
$1.83M 1.14%
23,321
-33
34
$1.71M 1.07%
17,250
35
$1.69M 1.05%
16,478
-300
36
$1.69M 1.05%
60,517
-100
37
$1.64M 1.02%
19,605
-3,091
38
$1.52M 0.95%
30,129
+108
39
$1.5M 0.93%
44,764
+400
40
$1.39M 0.86%
16,045
+550
41
$1.37M 0.85%
38,186
+10,526
42
$1.35M 0.84%
36,249
+6,395
43
$1.27M 0.79%
60,665
-541
44
$1.25M 0.78%
133,050
-2,500
45
$1.15M 0.71%
21,186
-104
46
$1.14M 0.71%
41,852
+1,040
47
$1.08M 0.67%
13,572
+2,600
48
$1.07M 0.67%
14,028
+41
49
$1.07M 0.67%
35,038
+9,688
50
$1.05M 0.66%
8,318
+2
1
2
3 4 5