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
$166M
AUM Growth
-$2.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$6.75M
2
+$1.79M
3
+$684K
4
V icon
Visa
V
+$428K
5
NKE icon
Nike
NKE
+$351K

Top Sells

1
+$5.36M
2
+$3.08M
3
+$2.87M
4
SE
Spectra Energy Corp Wi
SE
+$1.63M
5
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$1.11M

Sector Composition

1 Healthcare 12.29%
2 Industrials 11%
3 Technology 10.69%
4 Energy 10.6%
5 Financials 10.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$27K 0.02%
500
202
$25K 0.02%
1,700
203
$25K 0.02%
280
204
$25K 0.02%
170
205
$24K 0.01%
205
206
$23K 0.01%
7,000
+5,000
207
$23K 0.01%
598
208
$23K 0.01%
500
209
$22K 0.01%
84
210
$21K 0.01%
280
211
$21K 0.01%
880
212
$21K 0.01%
700
213
$21K 0.01%
+100
214
$21K 0.01%
224
215
$20K 0.01%
+642
216
$19K 0.01%
200
217
$19K 0.01%
466
218
$19K 0.01%
+582
219
$19K 0.01%
600
220
$19K 0.01%
400
221
$18K 0.01%
760
222
$17K 0.01%
174
223
$17K 0.01%
300
224
$17K 0.01%
300
225
$16K 0.01%
290
7 8
9
10 11