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
101
$300K 0.15%
8,920
+527
102
$295K 0.15%
5,673
103
$295K 0.15%
15,861
+1,110
104
$294K 0.15%
7,762
+12
105
$293K 0.15%
11,664
+849
106
$279K 0.14%
8,355
107
$274K 0.14%
1,716
+83
108
$273K 0.14%
12,850
+175
109
$271K 0.14%
6,150
110
$266K 0.13%
1,100
111
$266K 0.13%
7,876
112
$264K 0.13%
4,242
+620
113
$247K 0.13%
1,349
114
$246K 0.12%
3,646
+2,030
115
$236K 0.12%
1,430
116
$232K 0.12%
1,673
117
$231K 0.12%
2,314
+131
118
$229K 0.12%
2,324
119
$228K 0.12%
1,682
120
$223K 0.11%
1,641
+4
121
$221K 0.11%
3,625
+40
122
$219K 0.11%
5,818
-84
123
$218K 0.11%
7,410
+1,400
124
$210K 0.11%
2,590
+100
125
$206K 0.1%
4,087
3 4
5
6 7