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
76
$547K 0.33%
4,222
+2
77
$542K 0.33%
6,110
+4,825
78
$536K 0.32%
6,777
79
$522K 0.31%
3,931
80
$513K 0.31%
10,311
+15
81
$493K 0.3%
14,837
82
$467K 0.28%
9,087
83
$383K 0.23%
24,282
+3,051
84
$380K 0.23%
3,488
+214
85
$377K 0.23%
8,900
86
$375K 0.23%
15,933
+12
87
$359K 0.22%
5,360
88
$351K 0.21%
4,800
+50
89
$351K 0.21%
+6,310
90
$341K 0.21%
12,916
+1,255
91
$334K 0.2%
10,726
+125
92
$333K 0.2%
7,860
+1,200
93
$328K 0.2%
11,901
94
$324K 0.2%
4,542
+920
95
$324K 0.2%
8,300
96
$322K 0.19%
2,870
+1,270
97
$307K 0.19%
2,590
98
$285K 0.17%
2,102
+4
99
$284K 0.17%
8,976
100
$283K 0.17%
3,631
+680
2 3
4
5 6