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
$166M
AUM Growth
-$2.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$6.75M
2
+$1.79M
3
+$684K
4
V icon
Visa
V
+$428K
5
NKE icon
Nike
NKE
+$351K

Top Sells

1
+$5.36M
2
+$3.08M
3
+$2.87M
4
SE
Spectra Energy Corp Wi
SE
+$1.63M
5
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$1.11M

Sector Composition

1 Healthcare 12.29%
2 Industrials 11%
3 Technology 10.69%
4 Energy 10.6%
5 Financials 10.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.1M 1.26%
61,720
+931
27
$2.06M 1.24%
22,741
+220
28
$2.04M 1.23%
64,861
+335
29
$1.98M 1.19%
13,874
+13
30
$1.96M 1.18%
38,826
31
$1.91M 1.15%
38,120
-233
32
$1.79M 1.08%
+42,794
33
$1.75M 1.06%
15,678
34
$1.66M 1%
43,114
-1,000
35
$1.64M 0.99%
26,988
+52
36
$1.59M 0.96%
17,166
+150
37
$1.52M 0.91%
56,178
38
$1.51M 0.91%
46,575
+1,108
39
$1.44M 0.87%
40,212
+2,920
40
$1.44M 0.87%
13,634
-70
41
$1.36M 0.82%
7,722
+1
42
$1.31M 0.79%
15,863
-399
43
$1.29M 0.78%
15,975
44
$1.28M 0.77%
28,131
+4
45
$1.27M 0.76%
33,409
+750
46
$1.26M 0.76%
24,310
+5
47
$1.25M 0.75%
39,595
48
$1.24M 0.74%
13,610
+1,029
49
$1.21M 0.73%
15,245
-50
50
$1.2M 0.72%
12,956
+5
1
2
3 4 5