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
$150M
AUM Growth
-$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.7M
3
+$1.31M
4
BXLT
BAXALTA INC COM STK (DE)
BXLT
+$442K
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$323K

Top Sells

1
+$2.23M
2
+$2.06M
3
+$757K
4
EMC
EMC CORPORATION
EMC
+$737K
5
VZ icon
Verizon
VZ
+$586K

Sector Composition

1 Healthcare 14.25%
2 Technology 10.61%
3 Energy 10.18%
4 Consumer Staples 10.02%
5 Industrials 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$8K 0.01%
70
202
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360
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304
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500
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$7K ﹤0.01%
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+125
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53
212
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$6K ﹤0.01%
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137
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$5K ﹤0.01%
100
-10
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322
+2
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$5K ﹤0.01%
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70
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$5K ﹤0.01%
114
+2
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$5K ﹤0.01%
66
225
$5K ﹤0.01%
70
7 8
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10 11