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
151
$54K 0.04%
500
152
$48K 0.03%
283
153
$45K 0.03%
1,051
154
$45K 0.03%
1,900
155
$41K 0.03%
1,300
156
$40K 0.03%
836
+99
157
$39K 0.03%
280
158
$37K 0.02%
4,200
159
$35K 0.02%
400
160
$34K 0.02%
3,600
-1,500
161
$30K 0.02%
640
162
$29K 0.02%
716
163
$28K 0.02%
503
164
$27K 0.02%
+4,250
165
$27K 0.02%
+870
166
$25K 0.02%
420
+114
167
$24K 0.02%
345
+60
168
$24K 0.02%
400
169
$23K 0.02%
361
-378
170
$23K 0.02%
500
171
$22K 0.01%
600
172
$22K 0.01%
210
173
$21K 0.01%
870
-1,197
174
$21K 0.01%
280
175
$20K 0.01%
400
5 6
7
8 9