HFM

Hartford Financial Management Portfolio holdings

AUM $385M
1-Year Est. Return 20.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
+$431K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$612K
3
+$491K
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$465K
5
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$368K

Top Sells

1
+$387K
2
+$312K
3
+$301K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$282K
5
APC
Anadarko Petroleum
APC
+$185K

Sector Composition

1 Healthcare 14.45%
2 Technology 12.87%
3 Energy 11.77%
4 Industrials 10.93%
5 Communication Services 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-1,532
177
– –
-2,067
178
– –
-280
179
– –
-3,600
180
– –
-127
181
– –
-400
182
– –
-240
183
– –
-1,191
184
– –
-137
185
– –
-100
186
– –
-140
187
– –
-100
188
– –
-200
189
– –
-10,749
190
– –
-640
191
– –
-175
192
– –
-50
193
– –
-450
194
– –
-50
195
– –
-224
196
– –
-30
197
– –
-500
198
– –
-283
199
– –
-422
200
– –
-40
6 7
8
9 10