HFM

Hartford Financial Management Portfolio holdings

AUM $366M
1-Year Est. Return 15.58%
This Quarter Est. Return
1 Year Est. Return
+15.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$169M
AUM Growth
+$4.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$3.74M
2
+$369K
3
+$348K
4
SO icon
Southern Company
SO
+$204K
5
AEP icon
American Electric Power
AEP
+$189K

Top Sells

1
+$597K
2
+$471K
3
+$434K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$344K
5
INTC icon
Intel
INTC
+$294K

Sector Composition

1 Healthcare 12.1%
2 Financials 10.49%
3 Industrials 10.25%
4 Energy 10%
5 Technology 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.17M 1.29%
18,817
-919
27
$2.1M 1.24%
13,861
-596
28
$2.08M 1.23%
38,353
-181
29
$2.07M 1.23%
64,526
-5,025
30
$2.04M 1.21%
53,079
-3,358
31
$1.97M 1.17%
22,521
-267
32
$1.96M 1.16%
38,826
-48
33
$1.83M 1.08%
60,789
+152
34
$1.74M 1.03%
44,114
-200
35
$1.66M 0.98%
22,936
+133
36
$1.64M 0.97%
15,678
-800
37
$1.63M 0.97%
39,693
+434
38
$1.63M 0.96%
17,016
-34
39
$1.51M 0.9%
26,936
-3,248
40
$1.42M 0.84%
13,704
-76
41
$1.36M 0.81%
56,178
-3,760
42
$1.34M 0.8%
16,262
-4,170
43
$1.32M 0.78%
15,295
-600
44
$1.28M 0.76%
39,595
-200
45
$1.27M 0.76%
45,467
-7,408
46
$1.23M 0.73%
24,305
-46
47
$1.2M 0.71%
7,721
-599
48
$1.2M 0.71%
12,951
-128
49
$1.17M 0.69%
28,127
+4
50
$1.17M 0.69%
15,975
+100
1
2
3 4 5