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
$169M
AUM Growth
+$4.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$3.74M
2
+$369K
3
+$348K
4
SO icon
Southern Company
SO
+$204K
5
AEP icon
American Electric Power
AEP
+$189K

Top Sells

1
+$597K
2
+$471K
3
+$434K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$344K
5
INTC icon
Intel
INTC
+$294K

Sector Composition

1 Healthcare 12.1%
2 Financials 10.49%
3 Industrials 10.25%
4 Energy 10%
5 Technology 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$24K 0.01%
280
177
$24K 0.01%
170
-500
178
$24K 0.01%
205
179
$23K 0.01%
1,700
180
$23K 0.01%
598
181
$23K 0.01%
300
-1,200
182
$22K 0.01%
600
-35
183
$22K 0.01%
700
+200
184
$22K 0.01%
224
185
$21K 0.01%
880
186
$21K 0.01%
146
187
$21K 0.01%
450
188
$21K 0.01%
84
189
$21K 0.01%
280
190
$20K 0.01%
+600
191
$19K 0.01%
1,099
192
$19K 0.01%
400
193
$19K 0.01%
500
194
$18K 0.01%
287
195
$18K 0.01%
200
196
$18K 0.01%
+466
197
$17K 0.01%
300
198
$17K 0.01%
300
199
$15K 0.01%
290
200
$15K 0.01%
760
+220
6 7
8
9 10