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
$161M
AUM Growth
+$637K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$378K
3
+$298K
4
SE
Spectra Energy Corp Wi
SE
+$296K
5
MPC icon
Marathon Petroleum
MPC
+$238K

Top Sells

1
+$833K
2
+$569K
3
+$335K
4
COP icon
ConocoPhillips
COP
+$286K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$259K

Sector Composition

1 Healthcare 14.53%
2 Consumer Staples 10.18%
3 Technology 10.12%
4 Industrials 9.84%
5 Energy 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$130K 0.08%
2,550
-400
127
$123K 0.08%
1,532
128
$122K 0.08%
1,750
129
$118K 0.07%
1,250
+484
130
$117K 0.07%
2,500
131
$110K 0.07%
1,500
132
$104K 0.06%
751
133
$95K 0.06%
2,210
134
$93K 0.06%
1,209
+59
135
$89K 0.06%
2,291
+47
136
$87K 0.05%
2,970
137
$87K 0.05%
1,963
138
$84K 0.05%
8,730
139
$82K 0.05%
3,470
140
$71K 0.04%
585
+85
141
$69K 0.04%
1,000
142
$65K 0.04%
1,000
143
$62K 0.04%
1,799
144
$62K 0.04%
396
145
$60K 0.04%
1,300
-450
146
$58K 0.04%
2,077
147
$55K 0.03%
979
+79
148
$52K 0.03%
348
+48
149
$50K 0.03%
821
+1
150
$50K 0.03%
500
4 5
6
7 8