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
76
$514K 0.3%
4,220
-99
77
$506K 0.3%
10,296
+4,154
78
$502K 0.3%
6,777
-133
79
$484K 0.29%
12,582
-1,400
80
$451K 0.27%
3,931
-67
81
$369K 0.22%
8,900
-200
82
$369K 0.22%
+6,785
83
$368K 0.22%
10,601
+387
84
$368K 0.22%
21,231
+1,216
85
$362K 0.21%
10,482
-1,998
86
$356K 0.21%
9,500
87
$354K 0.21%
3,274
-1,122
88
$352K 0.21%
15,921
89
$348K 0.21%
+24,426
90
$339K 0.2%
8,300
91
$337K 0.2%
5,360
+3,000
92
$314K 0.19%
6,673
+3,000
93
$311K 0.18%
4,750
+100
94
$296K 0.18%
3,234
-1,200
95
$293K 0.17%
11,901
96
$287K 0.17%
1,683
-294
97
$286K 0.17%
14,751
-4,000
98
$285K 0.17%
11,661
-3,573
99
$285K 0.17%
8,976
100
$284K 0.17%
2,590
2 3
4
5 6