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
151
$108K 0.05%
9,000
+6,850
152
$108K 0.05%
2,077
153
$105K 0.05%
5,700
+1,500
154
$105K 0.05%
1,867
-33
155
$101K 0.05%
299
+215
156
$101K 0.05%
2,450
+510
157
$97K 0.05%
835
+225
158
$88K 0.04%
6,000
159
$87K 0.04%
1,134
160
$87K 0.04%
1,600
161
$85K 0.04%
1,183
-100
162
$81K 0.04%
150
163
$81K 0.04%
670
164
$80K 0.04%
350
165
$80K 0.04%
2,445
166
$78K 0.04%
780
167
$63K 0.03%
3,600
168
$63K 0.03%
835
-10,757
169
$57K 0.03%
5,326
170
$56K 0.03%
4,519
+9
171
$55K 0.03%
263
172
$52K 0.03%
585
173
$51K 0.03%
1,400
174
$51K 0.03%
150
175
$45K 0.02%
6,600
5 6
7
8 9