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
76
$613K 0.31%
13,412
-100
77
$602K 0.3%
3,931
78
$590K 0.3%
11,676
-159
79
$567K 0.29%
34,984
-1,183
80
$529K 0.27%
12,200
+500
81
$505K 0.26%
2,885
+15
82
$473K 0.24%
10,602
+244
83
$459K 0.23%
11,940
+1,751
84
$447K 0.23%
2,070
+300
85
$443K 0.22%
14,958
+825
86
$436K 0.22%
6,360
+1,500
87
$421K 0.21%
6,346
+151
88
$412K 0.21%
7,960
+100
89
$378K 0.19%
5,280
+480
90
$372K 0.19%
14,389
-448
91
$362K 0.18%
2,120
+4
92
$358K 0.18%
12,884
93
$322K 0.16%
6,260
+100
94
$322K 0.16%
7,920
95
$321K 0.16%
3,234
96
$320K 0.16%
11,701
-200
97
$320K 0.16%
2,550
98
$316K 0.16%
19,594
-1,498
99
$312K 0.16%
871
+67
100
$301K 0.15%
8,300
2 3
4
5 6