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
$166M
AUM Growth
-$2.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$6.75M
2
+$1.79M
3
+$684K
4
V icon
Visa
V
+$428K
5
NKE icon
Nike
NKE
+$351K

Top Sells

1
+$5.36M
2
+$3.08M
3
+$2.87M
4
SE
Spectra Energy Corp Wi
SE
+$1.63M
5
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$1.11M

Sector Composition

1 Healthcare 12.29%
2 Industrials 11%
3 Technology 10.69%
4 Energy 10.6%
5 Financials 10.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$56K 0.03%
1,400
177
$53K 0.03%
+610
178
$51K 0.03%
+2,525
179
$50K 0.03%
+610
180
$50K 0.03%
+980
181
$48K 0.03%
+2,412
182
$48K 0.03%
400
183
$47K 0.03%
+390
184
$46K 0.03%
258
185
$46K 0.03%
750
186
$45K 0.03%
5,600
187
$44K 0.03%
774
188
$43K 0.03%
+1,310
189
$40K 0.02%
3,000
190
$37K 0.02%
503
191
$36K 0.02%
3,096
+707
192
$33K 0.02%
640
193
$32K 0.02%
+560
194
$31K 0.02%
+115
195
$31K 0.02%
+1,379
196
$29K 0.02%
500
197
$29K 0.02%
2,505
+5
198
$28K 0.02%
334
199
$28K 0.02%
300
200
$27K 0.02%
820
-150
6 7
8
9 10