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
$145M
AUM Growth
+$379K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$991K
3
+$229K
4
PVR
PVR PARTNERS L P COM UNIT REPTG LTD PARTNERSHIP INT
PVR
+$151K
5
ABT icon
Abbott
ABT
+$118K

Top Sells

1
+$2.25M
2
+$892K
3
+$549K
4
SCG
Scana
SCG
+$547K
5
D icon
Dominion Energy
D
+$528K

Sector Composition

1 Energy 13.52%
2 Technology 12.64%
3 Healthcare 11.3%
4 Industrials 10.82%
5 Communication Services 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$11K 0.01%
156
202
$10K 0.01%
200
203
$10K 0.01%
200
204
$10K 0.01%
130
205
$10K 0.01%
898
206
$10K 0.01%
150
207
$9K 0.01%
184
208
$9K 0.01%
18
209
$8K 0.01%
500
210
$7K ﹤0.01%
360
211
$7K ﹤0.01%
59
212
$7K ﹤0.01%
100
213
$7K ﹤0.01%
240
214
$7K ﹤0.01%
1,000
215
$7K ﹤0.01%
117
216
$6K ﹤0.01%
27
217
$6K ﹤0.01%
1
218
$6K ﹤0.01%
70
219
$6K ﹤0.01%
125
220
$6K ﹤0.01%
40
221
$6K ﹤0.01%
215
-13,850
222
$6K ﹤0.01%
420
223
$6K ﹤0.01%
400
224
$5K ﹤0.01%
140
225
$5K ﹤0.01%
110
7 8
9
10 11