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
126
– –
-1,000
127
– –
-112
128
– –
-661
129
– –
-166
130
– –
-100
131
– –
-1,850
132
– –
-300
133
– –
-2,860
134
– –
-176
135
– –
-110
136
– –
-184
137
– –
-9,000
138
– –
-70
139
– –
-68
140
– –
-70
141
– –
-25
142
– –
-43
143
– –
-1,799
144
– –
-400
145
– –
-600
146
– –
-371
147
– –
-4,248
148
– –
-716
149
– –
-420
150
– –
-120
4 5
6
7 8