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
$161M
AUM Growth
+$637K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$378K
3
+$298K
4
SE
Spectra Energy Corp Wi
SE
+$296K
5
MPC icon
Marathon Petroleum
MPC
+$238K

Top Sells

1
+$833K
2
+$569K
3
+$335K
4
COP icon
ConocoPhillips
COP
+$286K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$259K

Sector Composition

1 Healthcare 14.53%
2 Consumer Staples 10.18%
3 Technology 10.12%
4 Industrials 9.84%
5 Energy 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$22K 0.01%
598
177
$22K 0.01%
400
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$20K 0.01%
450
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$19K 0.01%
880
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$19K 0.01%
267
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$19K 0.01%
1,405
182
$18K 0.01%
+653
183
$18K 0.01%
84
184
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500
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$18K 0.01%
500
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$17K 0.01%
300
187
$16K 0.01%
942
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188
$16K 0.01%
5,600
189
$14K 0.01%
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$14K 0.01%
400
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174
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$12K 0.01%
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68
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$12K 0.01%
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$12K 0.01%
500
199
$12K 0.01%
300
200
$12K 0.01%
175
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