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
51
$1.15M 0.68%
42,648
+538
52
$1.11M 0.66%
18,243
53
$1.11M 0.66%
101,900
-23,650
54
$1.1M 0.66%
24,611
+637
55
$1.09M 0.65%
12,581
+380
56
$1.08M 0.64%
4,516
57
$1.08M 0.64%
37,292
-5,032
58
$1.04M 0.62%
19,445
-1,455
59
$1.02M 0.6%
16,380
-2,125
60
$988K 0.59%
7,404
61
$973K 0.58%
30,156
62
$972K 0.58%
17,155
+350
63
$911K 0.54%
12,803
-892
64
$865K 0.51%
12,200
65
$830K 0.49%
5,232
-2
66
$818K 0.48%
22,830
-6,525
67
$786K 0.47%
15,677
-1,299
68
$751K 0.45%
8,927
-1,245
69
$675K 0.4%
8,812
-900
70
$643K 0.38%
14,500
71
$630K 0.37%
12,540
-1,320
72
$585K 0.35%
5,072
-446
73
$577K 0.34%
9,087
74
$571K 0.34%
3,565
75
$528K 0.31%
14,837
-61
1 2
3
4 5