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
51
$1.25M 0.63%
33,939
-300
52
$1.14M 0.58%
12,953
-50
53
$1.13M 0.57%
6,709
-605
54
$1.11M 0.56%
45,548
55
$1.1M 0.56%
17,830
-283
56
$1.1M 0.56%
15,813
-440
57
$972K 0.49%
8,128
+451
58
$937K 0.47%
19,613
+171
59
$921K 0.47%
14,166
60
$919K 0.47%
12,700
-1,800
61
$906K 0.46%
14,035
-29
62
$867K 0.44%
39,382
63
$856K 0.43%
16,641
-84
64
$817K 0.41%
9,714
-1,286
65
$785K 0.4%
5,359
+136
66
$736K 0.37%
3,440
67
$711K 0.36%
10,548
68
$697K 0.35%
11,765
-770
69
$681K 0.34%
19,933
+550
70
$659K 0.33%
21,986
+514
71
$655K 0.33%
4,193
-32
72
$643K 0.33%
25,905
+1,742
73
$642K 0.33%
13,393
-705
74
$641K 0.32%
6,877
75
$631K 0.32%
7,965
+120
1 2
3
4 5