HFM

Hartford Financial Management Portfolio holdings

AUM $366M
1-Year Est. Return 15.58%
This Quarter Est. Return
1 Year Est. Return
+15.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$169M
AUM Growth
+$4.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$3.74M
2
+$369K
3
+$348K
4
SO icon
Southern Company
SO
+$204K
5
AEP icon
American Electric Power
AEP
+$189K

Top Sells

1
+$597K
2
+$471K
3
+$434K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$344K
5
INTC icon
Intel
INTC
+$294K

Sector Composition

1 Healthcare 12.1%
2 Financials 10.49%
3 Industrials 10.25%
4 Energy 10%
5 Technology 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$136K 0.08%
1,600
127
$136K 0.08%
2,140
-837
128
$136K 0.08%
2,314
129
$129K 0.08%
1,657
+125
130
$128K 0.08%
1,750
131
$125K 0.07%
1,210
132
$121K 0.07%
1,760
-140
133
$115K 0.07%
2,500
134
$112K 0.07%
751
135
$110K 0.07%
2,500
136
$107K 0.06%
1,600
137
$104K 0.06%
5,052
138
$101K 0.06%
1,550
139
$100K 0.06%
1,285
+420
140
$96K 0.06%
1,616
-1,500
141
$89K 0.05%
1,025
142
$83K 0.05%
2,756
-5,499
143
$82K 0.05%
2,077
144
$79K 0.05%
2,670
145
$79K 0.05%
640
146
$78K 0.05%
1,900
147
$73K 0.04%
590
148
$70K 0.04%
5,400
149
$60K 0.04%
4,200
150
$58K 0.03%
500
4 5
6
7 8