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
$161M
AUM Growth
+$637K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$378K
3
+$298K
4
SE
Spectra Energy Corp Wi
SE
+$296K
5
MPC icon
Marathon Petroleum
MPC
+$238K

Top Sells

1
+$833K
2
+$569K
3
+$335K
4
COP icon
ConocoPhillips
COP
+$286K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$259K

Sector Composition

1 Healthcare 14.53%
2 Consumer Staples 10.18%
3 Technology 10.12%
4 Industrials 9.84%
5 Energy 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$11K 0.01%
+1,084
202
$11K 0.01%
28
203
$10K 0.01%
300
204
$10K 0.01%
540
205
$10K 0.01%
162
206
$10K 0.01%
+58
207
$9K 0.01%
420
208
$9K 0.01%
200
209
$9K 0.01%
70
210
$9K 0.01%
476
+11
211
$9K 0.01%
175
212
$9K 0.01%
360
213
$9K 0.01%
155
+30
214
$9K 0.01%
64
215
$8K 0.01%
+100
216
$8K 0.01%
304
217
$8K 0.01%
+500
218
$8K 0.01%
+705
219
$7K ﹤0.01%
+111
220
$7K ﹤0.01%
2,000
221
$7K ﹤0.01%
+92
222
$7K ﹤0.01%
240
223
$7K ﹤0.01%
170
224
$7K ﹤0.01%
70
225
$7K ﹤0.01%
250
+5
7 8
9
10 11