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
$150M
AUM Growth
-$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.7M
3
+$1.31M
4
BXLT
BAXALTA INC COM STK (DE)
BXLT
+$442K
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$323K

Top Sells

1
+$2.23M
2
+$2.06M
3
+$757K
4
EMC
EMC CORPORATION
EMC
+$737K
5
VZ icon
Verizon
VZ
+$586K

Sector Composition

1 Healthcare 14.25%
2 Technology 10.61%
3 Energy 10.18%
4 Consumer Staples 10.02%
5 Industrials 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$122K 0.08%
1,600
127
$112K 0.07%
3,123
128
$111K 0.07%
1,125
129
$111K 0.07%
2,815
130
$110K 0.07%
1,532
131
$108K 0.07%
2,000
132
$105K 0.07%
1,600
133
$105K 0.07%
2,500
134
$98K 0.07%
1,750
-100
135
$89K 0.06%
2,132
-1,122
136
$89K 0.06%
751
137
$89K 0.06%
8,730
138
$87K 0.06%
2,210
139
$85K 0.06%
1,150
-150
140
$84K 0.06%
1,400
-750
141
$83K 0.06%
2,970
+300
142
$78K 0.05%
1,963
143
$72K 0.05%
1,000
144
$71K 0.05%
2,006
+422
145
$66K 0.04%
359
146
$65K 0.04%
850
147
$61K 0.04%
1,000
148
$59K 0.04%
2,077
149
$56K 0.04%
1,799
150
$54K 0.04%
500
4 5
6
7 8