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
151
$44K 0.03%
283
152
$42K 0.03%
1,200
-500
153
$38K 0.02%
258
154
$38K 0.02%
280
155
$37K 0.02%
3,600
156
$36K 0.02%
2,375
-400
157
$35K 0.02%
836
158
$34K 0.02%
2,519
+732
159
$34K 0.02%
1,433
+265
160
$33K 0.02%
870
161
$33K 0.02%
1,200
162
$33K 0.02%
400
163
$32K 0.02%
640
164
$32K 0.02%
4,200
165
$32K 0.02%
716
166
$31K 0.02%
503
167
$29K 0.02%
+115
168
$29K 0.02%
1,830
-1,100
169
$29K 0.02%
675
170
$26K 0.02%
345
171
$25K 0.02%
300
172
$24K 0.01%
360
-1
173
$23K 0.01%
500
174
$23K 0.01%
210
175
$23K 0.01%
205
5 6
7
8 9