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
51
$1.18M 0.71%
42,648
52
$1.17M 0.71%
30,106
-50
53
$1.15M 0.69%
17,460
+1,080
54
$1.08M 0.65%
7,404
55
$1.06M 0.64%
18,043
-200
56
$1.04M 0.63%
12,703
-100
57
$1.04M 0.63%
17,505
+350
58
$1.01M 0.61%
18,337
-4,599
59
$928K 0.56%
19,051
-394
60
$875K 0.53%
12,000
-200
61
$871K 0.52%
5,232
62
$822K 0.5%
22,511
-319
63
$784K 0.47%
8,731
-196
64
$771K 0.46%
15,473
-204
65
$751K 0.45%
14,500
66
$684K 0.41%
+14,013
67
$683K 0.41%
8,812
68
$678K 0.41%
15,300
+5,800
69
$675K 0.41%
5,984
+2,750
70
$656K 0.4%
5,121
+49
71
$581K 0.35%
15,481
+4,999
72
$578K 0.35%
39,043
+14,617
73
$575K 0.35%
11,959
-581
74
$568K 0.34%
3,465
-100
75
$561K 0.34%
12,582
1 2
3
4 5