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
101
$268K 0.16%
14,751
102
$263K 0.16%
8,119
103
$260K 0.16%
8,815
+7,260
104
$258K 0.16%
5,775
105
$255K 0.15%
6,160
+1,400
106
$254K 0.15%
7,067
+11
107
$253K 0.15%
2,324
108
$253K 0.15%
4,087
109
$253K 0.15%
5,673
-1,000
110
$250K 0.15%
+6,340
111
$249K 0.15%
10,383
+600
112
$234K 0.14%
12,250
113
$230K 0.14%
1,770
114
$225K 0.14%
8,355
115
$214K 0.13%
3,585
116
$209K 0.13%
1,472
+1,345
117
$206K 0.12%
4,000
118
$195K 0.12%
3,949
119
$188K 0.11%
1,682
120
$179K 0.11%
2,955
-220
121
$176K 0.11%
7,400
122
$173K 0.1%
1,246
+3
123
$170K 0.1%
+1,405
124
$165K 0.1%
5,504
+368
125
$162K 0.1%
+1,424
3 4
5
6 7