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
101
$264K 0.16%
6,660
102
$260K 0.15%
7,056
+162
103
$255K 0.15%
2,098
+6
104
$250K 0.15%
8,119
+316
105
$248K 0.15%
2,951
-1,250
106
$246K 0.15%
5,775
107
$245K 0.15%
3,622
108
$240K 0.14%
2,324
109
$233K 0.14%
4,087
110
$225K 0.13%
9,783
+3,000
111
$223K 0.13%
12,250
112
$213K 0.13%
3,585
113
$211K 0.13%
8,355
114
$206K 0.12%
2,990
115
$205K 0.12%
4,000
116
$184K 0.11%
4,760
-2,000
117
$182K 0.11%
1,770
118
$182K 0.11%
1,682
119
$182K 0.11%
3,949
120
$174K 0.1%
3,175
-607
121
$165K 0.1%
1,600
-500
122
$164K 0.1%
5,136
-93
123
$164K 0.1%
7,400
124
$159K 0.09%
1,295
125
$153K 0.09%
1,243
+177
3 4
5
6 7