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
$198M
AUM Growth
-$6.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$192K
3
+$141K
4
C icon
Citigroup
C
+$137K
5
AEP icon
American Electric Power
AEP
+$103K

Top Sells

1
+$2.24M
2
+$976K
3
+$812K
4
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$462K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$293K

Sector Composition

1 Healthcare 10.88%
2 Technology 10.85%
3 Industrials 10.7%
4 Financials 10.38%
5 Energy 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$27K 0.01%
466
202
$26K 0.01%
450
+250
203
$26K 0.01%
525
+10
204
$25K 0.01%
450
205
$24K 0.01%
598
206
$23K 0.01%
130
-370
207
$23K 0.01%
200
208
$23K 0.01%
600
209
$23K 0.01%
400
210
$22K 0.01%
+385
211
$21K 0.01%
+130
212
$21K 0.01%
880
213
$21K 0.01%
224
214
$20K 0.01%
300
215
$20K 0.01%
360
216
$20K 0.01%
+400
217
$19K 0.01%
290
218
$19K 0.01%
7,000
219
$18K 0.01%
200
220
$18K 0.01%
114
221
$18K 0.01%
305
222
$17K 0.01%
184
223
$17K 0.01%
80
224
$17K 0.01%
300
225
$17K 0.01%
380
+145
7 8
9
10 11