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
$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
151
$57K 0.03%
1,200
152
$56K 0.03%
+2,140
153
$55K 0.03%
1,400
-399
154
$52K 0.03%
750
155
$48K 0.03%
392
+300
156
$48K 0.03%
1,555
+452
157
$47K 0.03%
5,600
158
$47K 0.03%
3,600
159
$47K 0.03%
400
160
$43K 0.03%
774
161
$42K 0.02%
258
162
$41K 0.02%
1,016
+300
163
$40K 0.02%
3,000
164
$37K 0.02%
1,560
+900
165
$35K 0.02%
283
166
$34K 0.02%
503
167
$34K 0.02%
870
168
$33K 0.02%
675
169
$31K 0.02%
640
170
$29K 0.02%
970
-2,600
171
$29K 0.02%
2,389
+7
172
$28K 0.02%
500
173
$27K 0.02%
+2,500
174
$27K 0.02%
500
175
$25K 0.01%
334
5 6
7
8 9