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
76
$490K 0.3%
15,300
-225
77
$470K 0.29%
3,650
78
$435K 0.27%
4,434
79
$434K 0.27%
8,901
+1,401
80
$431K 0.27%
9,303
81
$424K 0.26%
6,910
+1,100
82
$420K 0.26%
3,998
+128
83
$356K 0.22%
5,050
84
$346K 0.22%
21,751
85
$333K 0.21%
10,930
-500
86
$313K 0.19%
10,175
-75
87
$308K 0.19%
5,963
+14
88
$305K 0.19%
8,300
89
$298K 0.19%
+2,540
90
$285K 0.18%
4,087
91
$279K 0.17%
9,400
92
$261K 0.16%
3,550
+818
93
$259K 0.16%
12,401
-5,225
94
$254K 0.16%
6,660
95
$251K 0.16%
6,760
96
$240K 0.15%
10,402
-713
97
$235K 0.15%
8,278
+154
98
$229K 0.14%
6,000
99
$227K 0.14%
2,081
+431
100
$223K 0.14%
9,783
+255
2 3
4
5 6