HFM

Hartford Financial Management Portfolio holdings

AUM $366M
1-Year Est. Return 15.58%
This Quarter Est. Return
1 Year Est. Return
+15.58%
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
1
$6.25M 3.89%
60,299
+3
2
$5.16M 3.21%
58,875
+630
3
$4.49M 2.79%
70,307
+1,506
4
$4.25M 2.64%
108,890
+4,177
5
$4.21M 2.62%
66,844
-74
6
$3.83M 2.38%
38,572
+101
7
$3.53M 2.2%
55,435
8
$3.49M 2.17%
183,992
+5,786
9
$3.43M 2.13%
57,881
+333
10
$3.21M 1.99%
23,847
+4
11
$3.2M 1.99%
151,183
-503
12
$3.12M 1.94%
96,373
+507
13
$3.03M 1.88%
153,340
-28,821
14
$2.95M 1.83%
32,841
15
$2.86M 1.78%
29,988
-586
16
$2.82M 1.75%
195,550
+15,890
17
$2.64M 1.64%
16,743
+1
18
$2.59M 1.61%
234,355
+3,746
19
$2.52M 1.57%
30,196
+551
20
$2.47M 1.54%
18,533
+2
21
$2.42M 1.5%
57,800
+199
22
$2.31M 1.44%
57,602
+153
23
$2.29M 1.42%
21,424
24
$2.22M 1.38%
14,562
+109
25
$2.2M 1.37%
82,516
-5,314
1
2 3 4 5