HFM

Hartford Financial Management Portfolio holdings

AUM $385M
1-Year Est. Return 20.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.83%
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%
400
177
$22K 0.01%
598
178
$20K 0.01%
450
179
$19K 0.01%
1,405
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$19K 0.01%
267
+67
181
$19K 0.01%
880
+400
182
$18K 0.01%
500
183
$18K 0.01%
500
184
$18K 0.01%
84
185
$18K 0.01%
+653
186
$17K 0.01%
300
187
$16K 0.01%
5,600
188
$16K 0.01%
942
+487
189
$14K 0.01%
400
190
$14K 0.01%
127
191
$13K 0.01%
174
+124
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$12K 0.01%
175
193
$12K 0.01%
300
194
$12K 0.01%
500
195
$12K 0.01%
193
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$12K 0.01%
140
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$12K 0.01%
+99
198
$12K 0.01%
233
199
$12K 0.01%
68
200
$12K 0.01%
184
6 7
8
9 10