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
$166M
AUM Growth
-$2.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$6.75M
2
+$1.79M
3
+$684K
4
V icon
Visa
V
+$428K
5
NKE icon
Nike
NKE
+$351K

Top Sells

1
+$5.36M
2
+$3.08M
3
+$2.87M
4
SE
Spectra Energy Corp Wi
SE
+$1.63M
5
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$1.11M

Sector Composition

1 Healthcare 12.29%
2 Industrials 11%
3 Technology 10.69%
4 Energy 10.6%
5 Financials 10.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$160K 0.1%
2,440
+680
127
$156K 0.09%
1,295
128
$139K 0.08%
+1,055
129
$138K 0.08%
2,314
130
$137K 0.08%
1,600
131
$136K 0.08%
2,140
132
$135K 0.08%
1,657
133
$131K 0.08%
1,210
134
$127K 0.08%
2,653
+2,203
135
$125K 0.08%
+1,430
136
$122K 0.07%
2,476
+1,460
137
$120K 0.07%
751
138
$118K 0.07%
516
-4,000
139
$114K 0.07%
1,750
140
$113K 0.07%
1,600
141
$113K 0.07%
+1,000
142
$110K 0.07%
2,500
143
$109K 0.07%
2,500
144
$106K 0.06%
+60
145
$104K 0.06%
4,260
+2,700
146
$102K 0.06%
589
-1,094
147
$96K 0.06%
1,616
148
$94K 0.06%
1,900
149
$93K 0.06%
2,757
+1
150
$89K 0.05%
716
+324
4 5
6
7 8