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
$198M
AUM Growth
-$6.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$192K
3
+$141K
4
C icon
Citigroup
C
+$137K
5
AEP icon
American Electric Power
AEP
+$103K

Top Sells

1
+$2.24M
2
+$976K
3
+$812K
4
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$462K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$293K

Sector Composition

1 Healthcare 10.88%
2 Technology 10.85%
3 Industrials 10.7%
4 Financials 10.38%
5 Energy 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$202K 0.1%
4,000
127
$194K 0.1%
2,025
+2,000
128
$190K 0.1%
1,225
129
$187K 0.09%
3,102
+151
130
$181K 0.09%
2,808
+206
131
$166K 0.08%
3,755
132
$164K 0.08%
6,900
133
$160K 0.08%
3,000
134
$156K 0.08%
1,840
135
$155K 0.08%
2,115
136
$154K 0.08%
1,921
137
$151K 0.08%
2,000
138
$144K 0.07%
2,803
139
$137K 0.07%
2,476
140
$129K 0.07%
516
141
$126K 0.06%
2,949
142
$125K 0.06%
2,500
143
$124K 0.06%
60
144
$122K 0.06%
1,587
145
$117K 0.06%
2,064
+454
146
$116K 0.06%
1,600
147
$116K 0.06%
1,680
148
$116K 0.06%
690
149
$114K 0.06%
3,050
+1,300
150
$109K 0.06%
670
4 5
6
7 8