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
$169M
AUM Growth
+$4.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$3.74M
2
+$369K
3
+$348K
4
SO icon
Southern Company
SO
+$204K
5
AEP icon
American Electric Power
AEP
+$189K

Top Sells

1
+$597K
2
+$471K
3
+$434K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$344K
5
INTC icon
Intel
INTC
+$294K

Sector Composition

1 Healthcare 12.1%
2 Financials 10.49%
3 Industrials 10.25%
4 Energy 10%
5 Technology 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.36M 3.18%
58,976
+20
2
$4.78M 2.83%
55,410
-1,400
3
$4.59M 2.72%
58,177
-1,974
4
$4.37M 2.59%
63,318
-2,562
5
$4.31M 2.55%
235,802
-304
6
$4.17M 2.47%
189,731
-558
7
$4.01M 2.38%
38,526
-47
8
$3.98M 2.36%
68,024
-1,056
9
$3.74M 2.22%
+100,474
10
$3.25M 1.93%
31,658
-550
11
$3.12M 1.85%
86,045
-8,100
12
$3.08M 1.83%
132,470
-600
13
$3.05M 1.81%
25,878
-1,428
14
$2.87M 1.7%
196,980
-2,340
15
$2.87M 1.7%
41,634
-129
16
$2.69M 1.59%
23,561
+105
17
$2.67M 1.58%
16,645
-99
18
$2.61M 1.55%
126,779
-22,883
19
$2.6M 1.54%
28,771
+1
20
$2.54M 1.5%
57,209
-63
21
$2.53M 1.5%
211,107
-6,759
22
$2.46M 1.46%
44,722
-1,000
23
$2.44M 1.44%
18,163
+1
24
$2.26M 1.34%
20,315
-847
25
$2.18M 1.29%
29,688
-92
1
2 3 4 5