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
51
$1.04M 0.64%
42,110
+2,745
52
$1.02M 0.64%
13,057
+1,222
53
$1.02M 0.63%
7,404
+547
54
$998K 0.62%
13,175
+100
55
$991K 0.62%
30,660
-1,044
56
$965K 0.6%
17,881
+2,261
57
$962K 0.6%
27,359
-9,514
58
$911K 0.57%
15,875
59
$855K 0.53%
40,780
+1,100
60
$849K 0.53%
16,980
-2,368
61
$814K 0.51%
9,892
+76
62
$809K 0.5%
20,096
-7,101
63
$794K 0.49%
14,392
+1,236
64
$772K 0.48%
13,100
-150
65
$759K 0.47%
5,246
+923
66
$725K 0.45%
9,654
+200
67
$708K 0.44%
4,516
+1,001
68
$649K 0.4%
30,656
-541
69
$594K 0.37%
14,464
+56
70
$586K 0.36%
5,714
+76
71
$586K 0.36%
14,337
72
$560K 0.35%
13,864
+56
73
$549K 0.34%
15,021
74
$535K 0.33%
4,257
+59
75
$528K 0.33%
13,596
+3,168
1 2
3
4 5