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
$150M
AUM Growth
-$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.7M
3
+$1.31M
4
BXLT
BAXALTA INC COM STK (DE)
BXLT
+$442K
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$323K

Top Sells

1
+$2.23M
2
+$2.06M
3
+$757K
4
EMC
EMC CORPORATION
EMC
+$737K
5
VZ icon
Verizon
VZ
+$586K

Sector Composition

1 Healthcare 14.25%
2 Technology 10.61%
3 Energy 10.18%
4 Consumer Staples 10.02%
5 Industrials 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$20K 0.01%
1,745
177
$20K 0.01%
450
178
$20K 0.01%
205
179
$17K 0.01%
84
180
$17K 0.01%
598
181
$17K 0.01%
2,930
+1,100
182
$17K 0.01%
1,001
+5
183
$17K 0.01%
6,374
-4,574
184
$16K 0.01%
1,207
+6
185
$16K 0.01%
200
186
$16K 0.01%
1,405
187
$16K 0.01%
175
188
$14K 0.01%
500
189
$13K 0.01%
5,600
190
$13K 0.01%
140
191
$13K 0.01%
525
+295
192
$12K 0.01%
300
193
$11K 0.01%
232
+1
194
$11K 0.01%
68
195
$10K 0.01%
184
196
$10K 0.01%
480
197
$10K 0.01%
300
198
$9K 0.01%
175
199
$9K 0.01%
420
200
$9K 0.01%
162
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8
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