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
$163M
AUM Growth
+$431K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$635K
3
+$498K
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$465K
5
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$371K

Top Sells

1
+$387K
2
+$347K
3
+$318K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$282K
5
APC
Anadarko Petroleum
APC
+$185K

Sector Composition

1 Healthcare 14.45%
2 Technology 12.87%
3 Energy 11.77%
4 Industrials 10.93%
5 Communication Services 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$222K 0.14%
6,300
102
$218K 0.13%
5,000
103
$209K 0.13%
12,250
104
$208K 0.13%
4,948
+600
105
$203K 0.12%
7,428
+3,000
106
$104K 0.06%
10,920
-1,680
107
$13K 0.01%
33,000
+1,000
108
– –
-1,128
109
– –
-205
110
– –
-400
111
– –
-500
112
– –
-140
113
– –
-8,730
114
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-30
115
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-550
116
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-2,200
117
– –
-11,000
118
– –
-84
119
– –
-400
120
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-400
121
– –
-175
122
– –
-1,963
123
– –
-16
124
– –
-600
125
– –
-130
3 4
5
6 7