HFM

Hartford Financial Management Portfolio holdings

AUM $385M
1-Year Est. Return 20.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$198M
AUM Growth
-$6.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$199K
3
+$153K
4
CVX icon
Chevron
CVX
+$148K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$103K

Top Sells

1
+$2.24M
2
+$976K
3
+$823K
4
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$462K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$293K

Sector Composition

1 Healthcare 10.88%
2 Technology 10.85%
3 Industrials 10.7%
4 Financials 10.38%
5 Energy 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$45K 0.02%
5,400
177
$44K 0.02%
1,350
178
$41K 0.02%
700
-300
179
$40K 0.02%
1,189
+925
180
$40K 0.02%
1,047
+211
181
$38K 0.02%
774
182
$38K 0.02%
280
183
$37K 0.02%
760
184
$37K 0.02%
500
185
$36K 0.02%
520
186
$36K 0.02%
503
187
$36K 0.02%
500
188
$36K 0.02%
170
189
$34K 0.02%
3,129
+9
190
$34K 0.02%
830
+600
191
$34K 0.02%
500
192
$32K 0.02%
820
193
$31K 0.02%
115
194
$31K 0.02%
1,427
195
$30K 0.02%
200
196
$30K 0.02%
550
197
$29K 0.01%
300
198
$29K 0.01%
205
199
$28K 0.01%
1,102
+3
200
$27K 0.01%
1,276
+1
6 7
8
9 10