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
$171M
AUM Growth
+$8.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$2.97M
2
+$1.03M
3
+$795K
4
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$538K
5
MDT icon
Medtronic
MDT
+$520K

Top Sells

1
+$1.12M
2
+$383K
3
+$312K
4
CI icon
Cigna
CI
+$265K
5
SWK icon
Stanley Black & Decker
SWK
+$226K

Sector Composition

1 Healthcare 14.55%
2 Technology 11.45%
3 Energy 11.11%
4 Industrials 10.42%
5 Communication Services 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$11K 0.01%
+231
202
$11K 0.01%
+500
203
$10K 0.01%
+162
204
$10K 0.01%
+415
205
$10K 0.01%
+68
206
$10K 0.01%
+420
207
$9K 0.01%
+175
208
$9K 0.01%
+360
209
$9K 0.01%
+71
210
$9K 0.01%
+300
211
$8K ﹤0.01%
+70
212
$8K ﹤0.01%
+304
213
$8K ﹤0.01%
+100
214
$8K ﹤0.01%
+64
215
$8K ﹤0.01%
+500
216
$7K ﹤0.01%
+53
217
$7K ﹤0.01%
+320
218
$7K ﹤0.01%
+170
219
$7K ﹤0.01%
+245
220
$7K ﹤0.01%
+200
221
$6K ﹤0.01%
+130
222
$6K ﹤0.01%
+110
223
$6K ﹤0.01%
+18
224
$6K ﹤0.01%
+200
225
$6K ﹤0.01%
+70
7 8
9
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