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
$198M
AUM Growth
-$6.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$192K
3
+$141K
4
C icon
Citigroup
C
+$137K
5
AEP icon
American Electric Power
AEP
+$103K

Top Sells

1
+$2.24M
2
+$976K
3
+$812K
4
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$462K
5
SPY icon
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%
675
178
$41K 0.02%
700
-300
179
$40K 0.02%
1,047
+211
180
$40K 0.02%
1,189
+925
181
$38K 0.02%
774
182
$38K 0.02%
280
183
$37K 0.02%
500
184
$37K 0.02%
760
185
$36K 0.02%
503
186
$36K 0.02%
500
187
$36K 0.02%
520
188
$36K 0.02%
170
189
$34K 0.02%
3,129
+9
190
$34K 0.02%
830
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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
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