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
151
$88K 0.05%
1,025
152
$88K 0.05%
1,550
153
$87K 0.05%
5,900
154
$86K 0.05%
2,000
+1,130
155
$84K 0.05%
2,077
156
$81K 0.05%
640
157
$79K 0.05%
+13,870
158
$77K 0.05%
5,820
+2,220
159
$77K 0.05%
1,172
+1,072
160
$76K 0.05%
+780
161
$76K 0.05%
2,820
+680
162
$73K 0.04%
+670
163
$68K 0.04%
+2,050
164
$65K 0.04%
5,400
165
$64K 0.04%
+1,063
166
$62K 0.04%
4,700
+3,700
167
$62K 0.04%
500
168
$61K 0.04%
4,200
169
$61K 0.04%
1,200
170
$59K 0.04%
+670
171
$58K 0.04%
350
+67
172
$58K 0.04%
+710
173
$58K 0.04%
+150
174
$57K 0.03%
+150
175
$57K 0.03%
+1,329
5 6
7
8 9