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
$198M
AUM Growth
-$6.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$192K
3
+$141K
4
C icon
Citigroup
C
+$137K
5
AEP icon
American Electric Power
AEP
+$103K

Top Sells

1
+$2.24M
2
+$976K
3
+$812K
4
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$462K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$293K

Sector Composition

1 Healthcare 10.88%
2 Technology 10.85%
3 Industrials 10.7%
4 Financials 10.38%
5 Energy 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.34M 1.18%
44,648
+501
27
$2.33M 1.18%
66,588
-190
28
$2.17M 1.1%
39,096
-83
29
$2.11M 1.07%
50,621
-269
30
$2.03M 1.03%
27,236
+176
31
$1.89M 0.96%
12,836
+3
32
$1.88M 0.95%
20,617
+107
33
$1.81M 0.91%
13,436
-196
34
$1.77M 0.9%
36,239
-291
35
$1.74M 0.88%
15,903
+150
36
$1.72M 0.87%
63,867
-260
37
$1.69M 0.85%
40,200
-1,100
38
$1.66M 0.84%
15,975
39
$1.64M 0.83%
16,454
+1,002
40
$1.62M 0.82%
29,106
41
$1.57M 0.79%
49,881
+2,466
42
$1.53M 0.78%
54,989
-1,000
43
$1.53M 0.77%
17,000
44
$1.49M 0.75%
37,514
-650
45
$1.48M 0.75%
23,140
+5
46
$1.48M 0.75%
97,700
-6,200
47
$1.44M 0.73%
27,626
+303
48
$1.42M 0.72%
14,843
-265
49
$1.42M 0.72%
27,312
-357
50
$1.37M 0.69%
21,932
-258
1
2
3 4 5