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
101
$221K 0.14%
3,541
+80
102
$221K 0.14%
6,075
-300
103
$220K 0.14%
16,290
-1,237
104
$217K 0.14%
1,056
105
$214K 0.13%
2,324
106
$214K 0.13%
+9,143
107
$211K 0.13%
7,506
+181
108
$210K 0.13%
3,105
109
$209K 0.13%
8,350
110
$202K 0.13%
5,000
111
$196K 0.12%
12,250
112
$184K 0.11%
6,867
+1,414
113
$179K 0.11%
7,600
114
$171K 0.11%
3,616
+37
115
$166K 0.1%
1,770
+20
116
$165K 0.1%
14,815
-400
117
$159K 0.1%
3,949
-299
118
$156K 0.1%
2,360
119
$151K 0.09%
1,295
+70
120
$148K 0.09%
2,160
121
$139K 0.09%
4,200
122
$138K 0.09%
5,467
-119
123
$136K 0.08%
1,640
+40
124
$134K 0.08%
3,216
+11
125
$133K 0.08%
1,600
3 4
5
6 7